Global Trust Asset Management’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Global Trust Asset 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 Q4	–	Sell	-460	Closed	-$27.3K	–	508
2025 Q3	$27.3K	Sell	460 -100	-18%	-$5.81K	0.01%	319
2025 Q2	$33.5K	Hold	560	–	–	0.02%	290
2025 Q1	$33.9K	Sell	560 -615	-52%	-$35.8K	0.02%	274
2024 Q4	$66.4K	Sell	1,175 -615	-34%	-$35.8K	0.03%	257
2024 Q3	$102K	Buy	1,790 +1,290	+258%	+$69.4K	0.04%	235
2024 Q2	$24.9K	Buy	+500	New	+$25K	0.01%	306

Other funds holding KIE

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

PCP

Perbak Capital Partners London, United Kingdom $406M AUM 17.25% 1-Year Est. Return

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

KWM

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

Global Trust Asset Management's KIE Position: Q4 2025 in Review

Global Trust Asset Management sold out of State Street SPDR S&P Insurance ETF (KIE) in Q4 2025, closing a stake of 460 shares — an estimated $27.3K sold.

Global Trust Asset Management first reported a position in KIE in Q2 2024 and held it in 6 quarters. The position peaked at $102K in Q3 2024. 150 funds tracked by Wall St. Rank hold KIE as of Q4 2025.

Global Trust Asset Management reported no remaining State Street SPDR S&P Insurance ETF position as of Q4 2025 after selling out during the quarter.
Global Trust Asset Management sold 460 State Street SPDR S&P Insurance ETF shares in Q4 2025, an estimated $27.3K.
Global Trust Asset Management first reported a position in State Street SPDR S&P Insurance ETF in Q2 2024 and held it in 6 quarters.
Global Trust Asset Management's State Street SPDR S&P Insurance ETF position peaked at $102K in Q3 2024.
150 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2025.

Based on Global Trust Asset Management's 13F filing for Q4 2025, filed 20 Jan 2026.