Choate Investment Advisors’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Choate Investment Advisors’s Portfolio KIE Stock Details KIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-240	Closed	-$14.3K	–	460
2025 Q2	$14.3K	Buy	+240	New	+$13.9K	﹤0.01%	463
2023 Q4	–	Sell	-240	Closed	-$10.2K	–	421
2023 Q3	$10.2K	Hold	240	–	–	﹤0.01%	428
2023 Q2	$9.81K	Sell	240 -310	-56%	-$12.3K	﹤0.01%	344
2023 Q1	$21.6K	Hold	550	–	–	﹤0.01%	307
2022 Q4	$22.5K	Hold	550	–	–	﹤0.01%	318
2022 Q3	$20K	Hold	550	–	–	﹤0.01%	283
2022 Q2	$21K	Hold	550	–	–	﹤0.01%	298
2022 Q1	$23K	Hold	550	–	–	﹤0.01%	338
2021 Q4	$22K	Hold	550	–	–	﹤0.01%	325
2021 Q3	$21K	Sell	550 -80	-13%	-$3.08K	﹤0.01%	291
2021 Q2	$24K	Hold	630	–	–	﹤0.01%	308
2021 Q1	$23K	Sell	630 -175	-22%	-$6.14K	﹤0.01%	285
2020 Q4	$27K	Hold	805	–	–	﹤0.01%	272
2020 Q3	$23K	Buy	+805	New	+$23.1K	﹤0.01%	270
2016 Q2	–	Sell	-24,855	Closed	-$574K	–	240
2016 Q1	$574K	Buy	+24,855	New	+$546K	0.04%	137

Other funds holding KIE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JSAM

J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Choate Investment Advisors's KIE Position: Q3 2025 in Review

Choate Investment Advisors sold out of State Street SPDR S&P Insurance ETF (KIE) in Q3 2025, closing a stake of 240 shares — an estimated $14.3K sold.

Choate Investment Advisors first reported a position in KIE in Q1 2016 and held it in 15 quarters. The position peaked at $574K in Q1 2016. 139 funds tracked by Wall St. Rank hold KIE as of Q3 2025.

Choate Investment Advisors reported no remaining State Street SPDR S&P Insurance ETF position as of Q3 2025 after selling out during the quarter.
Choate Investment Advisors sold 240 State Street SPDR S&P Insurance ETF shares in Q3 2025, an estimated $14.3K.
Choate Investment Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q1 2016 and held it in 15 quarters.
Choate Investment Advisors's State Street SPDR S&P Insurance ETF position peaked at $574K in Q1 2016.
139 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2025.

Based on Choate Investment Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.