Dale Q Rice Investment Management’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Dale Q Rice Investment Management’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	-5,452	Closed	-$330K	–	78
2025 Q1	$330K	Buy	+5,452	New	+$317K	0.17%	65

Other funds holding KIE

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

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

Two Sigma Investments New York $124B AUM 33.93% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Dale Q Rice Investment Management's KIE Position: Q2 2025 in Review

Dale Q Rice Investment Management sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2025, closing a stake of 5,452 shares — an estimated $330K sold.

Dale Q Rice Investment Management first reported a position in KIE in Q1 2025 and held it in 1 quarter. The position peaked at $330K in Q1 2025. 174 funds tracked by Wall St. Rank hold KIE as of Q2 2025.

Dale Q Rice Investment Management reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2025 after selling out during the quarter.
Dale Q Rice Investment Management sold 5,452 State Street SPDR S&P Insurance ETF shares in Q2 2025, an estimated $330K.
Dale Q Rice Investment Management first reported a position in State Street SPDR S&P Insurance ETF in Q1 2025 and held it in 1 quarter.
Dale Q Rice Investment Management's State Street SPDR S&P Insurance ETF position peaked at $330K in Q1 2025.
174 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2025.

Based on Dale Q Rice Investment Management's 13F filing for Q2 2025, filed 29 Jul 2025.