Concourse Financial Group Securities’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Concourse Financial Group Securities’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 Q1	–	Sell	-407	Closed	-$23.2K	–	1149
2024 Q4	$23.2K	Buy	407 +223	+121%	+$13K	﹤0.01%	1504
2024 Q3	$10.4K	Buy	184 +112	+156%	+$6.02K	﹤0.01%	1681
2024 Q2	$3.59K	Hold	72	–	–	﹤0.01%	1925
2024 Q1	$3.75K	Hold	72	–	–	﹤0.01%	1949
2023 Q4	$3.25K	Sell	72 -626	-90%	-$27.5K	﹤0.01%	1942
2023 Q3	$29.7K	Buy	698 +497	+247%	+$21.1K	﹤0.01%	1301
2023 Q2	$8.22K	Hold	201	–	–	﹤0.01%	1708
2023 Q1	$7.91K	Sell	201 -292	-59%	-$12.2K	﹤0.01%	1726
2022 Q4	$20.2K	Hold	493	–	–	﹤0.01%	1461
2022 Q3	$18K	Hold	493	–	–	﹤0.01%	1334
2022 Q2	$19K	Sell	493 -4,208	-90%	-$166K	﹤0.01%	1471
2022 Q1	$198K	Buy	4,701 +4,168	+782%	+$168K	0.01%	639
2021 Q4	$22K	Sell	533 -9	-2%	-$361	﹤0.01%	1605
2021 Q3	$21K	Hold	542	–	–	﹤0.01%	1645
2021 Q2	$21K	Hold	542	–	–	﹤0.01%	1628
2021 Q1	$20K	Buy	542 +254	+88%	+$8.91K	﹤0.01%	1566
2020 Q4	$10K	Hold	288	–	–	﹤0.01%	1686
2020 Q3	$8K	Sell	288 -2,584	-90%	-$74K	﹤0.01%	1650
2020 Q2	$79K	Buy	+2,872	New	+$76.1K	0.01%	806
2019 Q3	–	Sell	-160	Closed	-$5.51K	–	1967
2019 Q2	$5K	Hold	160	–	–	﹤0.01%	1736
2019 Q1	$4K	Buy	+160	New	+$4.9K	﹤0.01%	1823

Other funds holding KIE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JSAM

J. Safra Asset Management New York $1.86B AUM 22.95% 1-Year Est. Return

FMI

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Concourse Financial Group Securities's KIE Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2025, closing a stake of 407 shares — an estimated $23.2K sold.

Concourse Financial Group Securities first reported a position in KIE in Q1 2019 and held it in 21 quarters. The position peaked at $198K in Q1 2022. 187 funds tracked by Wall St. Rank hold KIE as of Q1 2025.

Concourse Financial Group Securities reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 407 State Street SPDR S&P Insurance ETF shares in Q1 2025, an estimated $23.2K.
Concourse Financial Group Securities first reported a position in State Street SPDR S&P Insurance ETF in Q1 2019 and held it in 21 quarters.
Concourse Financial Group Securities's State Street SPDR S&P Insurance ETF position peaked at $198K in Q1 2022.
187 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.