HighTower Advisors’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

HighTower Advisors’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 Q2	–	Sell	-100	Closed	-$4	–	3876
2025 Q1	$4	Hold	100	–	–	﹤0.01%	3719
2024 Q4	$27	Buy	+100	New	+$5.82K	﹤0.01%	3789

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

HighTower Advisors's KIE Position: Q3 2025 in Review

HighTower Advisors sold out of State Street SPDR S&P Insurance ETF (KIE) in Q3 2025, closing a stake of 3,355 shares — an estimated $200K sold.

HighTower Advisors first reported a position in KIE in Q4 2015 and held it in 34 quarters. The position peaked at $4.14M in Q4 2016. 139 funds tracked by Wall St. Rank hold KIE as of Q3 2025.

HighTower Advisors reported no remaining State Street SPDR S&P Insurance ETF position as of Q3 2025 after selling out during the quarter.
HighTower Advisors sold 3,355 State Street SPDR S&P Insurance ETF shares in Q3 2025, an estimated $200K.
HighTower Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q4 2015 and held it in 34 quarters.
HighTower Advisors's State Street SPDR S&P Insurance ETF position peaked at $4.14M in Q4 2016.
139 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2025.

Based on HighTower Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.