Fischer Investment Strategies’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Fischer Investment Strategies’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 Q3	–	Sell	-4,207	Closed	-$251K	–	36
2025 Q2	$251K	Buy	+4,207	New	+$244K	0.17%	36
2024 Q4	–	Sell	-19,674	Closed	-$1.12M	–	36
2024 Q3	$1.12M	Sell	19,674 -50,964	-72%	-$2.74M	0.96%	20
2024 Q2	$3.52M	Buy	70,638 +38,476	+120%	+$1.93M	3.43%	11
2024 Q1	$1.67M	Buy	+32,162	New	+$1.56M	1.46%	15

Other funds holding KIE

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

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

Citigroup New York $303B AUM 53.02% 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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KWM

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

Fischer Investment Strategies's KIE Position: Q3 2025 in Review

Fischer Investment Strategies sold out of State Street SPDR S&P Insurance ETF (KIE) in Q3 2025, closing a stake of 4,207 shares — an estimated $251K sold.

Fischer Investment Strategies first reported a position in KIE in Q1 2024 and held it in 4 quarters. The position peaked at $3.52M in Q2 2024. 139 funds tracked by Wall St. Rank hold KIE as of Q3 2025.

Fischer Investment Strategies reported no remaining State Street SPDR S&P Insurance ETF position as of Q3 2025 after selling out during the quarter.
Fischer Investment Strategies sold 4,207 State Street SPDR S&P Insurance ETF shares in Q3 2025, an estimated $251K.
Fischer Investment Strategies first reported a position in State Street SPDR S&P Insurance ETF in Q1 2024 and held it in 4 quarters.
Fischer Investment Strategies's State Street SPDR S&P Insurance ETF position peaked at $3.52M in Q2 2024.
139 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2025.

Based on Fischer Investment Strategies's 13F filing for Q3 2025, filed 28 Oct 2025.