Claris Financial’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Claris Financial’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 Q2	–	Sell	-5,150	Closed	-$291K	–	152
2025 Q1	$291K	Hold	5,150	–	–	0.19%	114
2024 Q4	$291K	Buy	+5,150	New	+$300K	0.19%	114

Other funds holding KIE

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

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

Two Sigma Investments New York $138B AUM 41.87% 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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Claris Financial's KIE Position: Q2 2025 in Review

Claris Financial sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2025, closing a stake of 5,150 shares — an estimated $291K sold.

Claris Financial first reported a position in KIE in Q4 2024 and held it in 2 quarters. The position peaked at $291K in Q1 2025. 174 funds tracked by Wall St. Rank hold KIE as of Q2 2025.

Claris Financial reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2025 after selling out during the quarter.
Claris Financial sold 5,150 State Street SPDR S&P Insurance ETF shares in Q2 2025, an estimated $291K.
Claris Financial first reported a position in State Street SPDR S&P Insurance ETF in Q4 2024 and held it in 2 quarters.
Claris Financial's State Street SPDR S&P Insurance ETF position peaked at $291K in Q1 2025.
174 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2025.

Based on Claris Financial's 13F filing for Q2 2025, filed 26 Aug 2025.