EWA
KIE icon

EP Wealth Advisors’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

EP Wealth 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
2026
Q1 		$334K Sell
6,075
-441
-7% -$25.3K ﹤0.01% 1096
2025
Q4 		$392K Buy
+6,516
New +$383K ﹤0.01% 989
2025
Q2 		$443K Buy
7,416
+47
+0.6% +$2.73K ﹤0.01% 830
2025
Q1 		$446K Hold
7,369
– – ﹤0.01% 746
2024
Q4 		$416K Sell
7,369
-9
-0.1% -$524 ﹤0.01% 750
2024
Q3 		$419K Buy
7,378
+449
+6% +$24.1K ﹤0.01% 745
2024
Q2 		$345K Buy
6,929
+1
+0% +$50 ﹤0.01% 615
2024
Q1 		$361K Hold
6,928
– – ﹤0.01% 581
2023
Q4 		$313K Buy
+6,928
New +$304K ﹤0.01% 603

Other funds holding KIE

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return