FSA Wealth Management’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

FSA Wealth 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 Q3	$29.7K	Hold	500	–	–	0.01%	206
2025 Q2	$29.9K	Hold	500	–	–	0.01%	198
2025 Q1	$30.3K	Sell	500 -200	-29%	-$11.6K	0.01%	183
2024 Q4	$39.6K	Hold	700	–	–	0.02%	168
2024 Q3	$39.7K	Buy	+700	New	+$37.6K	0.02%	176
2024 Q1	$36.4K	Hold	700	–	–	0.02%	182
2023 Q4	$32K	Buy	+700	New	+$30.7K	0.02%	187

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 $235B AUM 32.99% 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 $8.89B AUM 25.87% 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 $377B AUM 19.32% 1-Year Est. Return

KWM

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

FSA Wealth Management's KIE Position: Q3 2025 in Review

FSA Wealth Management held its State Street SPDR S&P Insurance ETF (KIE) position steady in Q3 2025 at 500 shares worth $29.7K. The position accounts for 0.01% of the portfolio, ranked #206.

FSA Wealth Management first reported a position in KIE in Q4 2023 and has held it in 7 quarters since. The position peaked at $39.7K in Q3 2024. 139 funds tracked by Wall St. Rank hold KIE as of Q3 2025.

FSA Wealth Management held 500 shares of State Street SPDR S&P Insurance ETF worth $29.7K as of Q3 2025.
FSA Wealth Management left its State Street SPDR S&P Insurance ETF share count unchanged in Q3 2025.
State Street SPDR S&P Insurance ETF made up 0.01% of FSA Wealth Management's portfolio in Q3 2025, its #206 holding.
FSA Wealth Management first reported a position in State Street SPDR S&P Insurance ETF in Q4 2023 and has held it in 7 quarters since.
FSA Wealth Management's State Street SPDR S&P Insurance ETF position peaked at $39.7K in Q3 2024.
139 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.