Csenge Advisory Group’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Csenge Advisory Group’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 Q4	–	Sell	-157,159	Closed	-$9.32M	–	741
2025 Q3	$9.32M	Buy	157,159 +93,940	+149%	+$5.46M	0.45%	39
2025 Q2	$3.74M	Buy	63,219 +187	+0.3%	+$10.9K	0.2%	101
2025 Q1	$3.57M	Buy	63,032 +5,078	+9%	+$295K	0.2%	101
2024 Q4	$3.28M	Buy	57,954 +1,770	+3%	+$103K	0.18%	107
2024 Q3	$3.22M	Buy	+56,184	New	+$3.02M	0.17%	106
2022 Q1	–	Sell	-26,332	Closed	-$1.03M	–	669
2021 Q4	$1.03M	Buy	+26,332	New	+$1.06M	0.09%	186
2021 Q3	–	Sell	-26,332	Closed	-$1.03M	–	593
2021 Q2	$1.03M	Buy	+26,332	New	+$1.02M	0.09%	186

Other funds holding KIE

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JSAM

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

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 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

PCP

Perbak Capital Partners London, United Kingdom $406M AUM 17.25% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Csenge Advisory Group's KIE Position: Q4 2025 in Review

Csenge Advisory Group sold out of State Street SPDR S&P Insurance ETF (KIE) in Q4 2025, closing a stake of 157,159 shares — an estimated $9.32M sold.

Csenge Advisory Group first reported a position in KIE in Q2 2021 and held it in 7 quarters. The position peaked at $9.32M in Q3 2025. 150 funds tracked by Wall St. Rank hold KIE as of Q4 2025.

Csenge Advisory Group reported no remaining State Street SPDR S&P Insurance ETF position as of Q4 2025 after selling out during the quarter.
Csenge Advisory Group sold 157,159 State Street SPDR S&P Insurance ETF shares in Q4 2025, an estimated $9.32M.
Csenge Advisory Group first reported a position in State Street SPDR S&P Insurance ETF in Q2 2021 and held it in 7 quarters.
Csenge Advisory Group's State Street SPDR S&P Insurance ETF position peaked at $9.32M in Q3 2025.
150 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2025.

Based on Csenge Advisory Group's 13F filing for Q4 2025, filed 6 Feb 2026.