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

Golden State 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
Q4 		– Sell
-150
Closed -$8.9K – 1726
2025
Q3 		$8.9K Hold
150
– – ﹤0.01% 1127
2025
Q2 		$8.96K Sell
150
-300
-67% -$17.4K ﹤0.01% 1100
2025
Q1 		$27.2K Buy
+450
New +$26.2K ﹤0.01% 726

Other funds holding KIE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
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
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

Golden State Wealth Management's KIE Position: Q4 2025 in Review

Golden State Wealth Management sold out of State Street SPDR S&P Insurance ETF (KIE) in Q4 2025, closing a stake of 150 shares — an estimated $8.9K sold.

Golden State Wealth Management first reported a position in KIE in Q1 2025 and held it in 3 quarters. The position peaked at $27.2K in Q1 2025. 150 funds tracked by Wall St. Rank hold KIE as of Q4 2025.

  • Golden State Wealth Management reported no remaining State Street SPDR S&P Insurance ETF position as of Q4 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 150 State Street SPDR S&P Insurance ETF shares in Q4 2025, an estimated $8.9K.
  • Golden State Wealth Management first reported a position in State Street SPDR S&P Insurance ETF in Q1 2025 and held it in 3 quarters.
  • Golden State Wealth Management's State Street SPDR S&P Insurance ETF position peaked at $27.2K in Q1 2025.
  • 150 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2025.

Based on Golden State Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.