Fulcrum Equity Management’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Fulcrum Equity 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	–	Sell	-24,649	Closed	-$1.47M	–	112
2025 Q2	$1.47M	Sell	24,649 -882	-3%	-$51.2K	1.51%	14
2025 Q1	$1.55M	Buy	+25,531	New	+$1.48M	1.69%	12
2024 Q4	–	Sell	-23,323	Closed	-$1.32M	–	134
2024 Q3	$1.32M	Buy	+23,323	New	+$1.25M	1.12%	17
2019 Q4	–	Sell	-173	Closed	-$6K	–	163
2019 Q3	$6K	Buy	+173	New	+$5.96K	﹤0.01%	147

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 $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 $377B AUM 19.32% 1-Year Est. Return

KWM

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

Fulcrum Equity Management's KIE Position: Q3 2025 in Review

Fulcrum Equity Management sold out of State Street SPDR S&P Insurance ETF (KIE) in Q3 2025, closing a stake of 24,649 shares — an estimated $1.47M sold.

Fulcrum Equity Management first reported a position in KIE in Q3 2019 and held it in 4 quarters. The position peaked at $1.55M in Q1 2025. 139 funds tracked by Wall St. Rank hold KIE as of Q3 2025.

Fulcrum Equity Management reported no remaining State Street SPDR S&P Insurance ETF position as of Q3 2025 after selling out during the quarter.
Fulcrum Equity Management sold 24,649 State Street SPDR S&P Insurance ETF shares in Q3 2025, an estimated $1.47M.
Fulcrum Equity Management first reported a position in State Street SPDR S&P Insurance ETF in Q3 2019 and held it in 4 quarters.
Fulcrum Equity Management's State Street SPDR S&P Insurance ETF position peaked at $1.55M in Q1 2025.
139 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2025.

Based on Fulcrum Equity Management's 13F filing for Q3 2025, filed 6 Jan 2026.