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Howe & Rusling’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Howe & Rusling’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
Q1 		– Sell
-29
Closed -$1.64K – 455
2024
Q4 		$1.64K Buy
+29
New +$1.69K ﹤0.01% 401
2019
Q1 		– Sell
-105
Closed -$3K – 846
2018
Q4 		$3K Sell
105
-105
-50% -$3.16K ﹤0.01% 617
2018
Q3 		$7K Sell
210
-340
-62% -$10.7K ﹤0.01% 561
2018
Q2 		$16K Sell
550
-750
-58% -$23K ﹤0.01% 385
2018
Q1 		$40K Sell
1,300
-169,230
-99% -$5.25M 0.01% 298
2017
Q4 		$5.24M Buy
170,530
+1,876
+1% +$57.6K 0.95% 40
2017
Q3 		$5.06M Sell
168,654
-4,815
-3% -$144K 0.94% 40
2017
Q2 		$5.09M Buy
173,469
+765
+0.4% +$22K 1.04% 38
2017
Q1 		$4.95M Buy
+172,704
New +$4.91M 0.99% 40
2016
Q4 		– Sell
-51
Closed -$1K – 1057
2016
Q3 		$1K Hold
51
– – ﹤0.01% 966
2016
Q2 		$1K Hold
51
– – ﹤0.01% 902
2016
Q1 		$1K Hold
51
– – ﹤0.01% 941
2015
Q4 		$1K Hold
51
– – ﹤0.01% 912
2015
Q3 		$1K Hold
51
– – ﹤0.01% 924
2015
Q2 		$1K Hold
51
– – ﹤0.01% 960
2015
Q1 		$1K Hold
51
– – ﹤0.01% 868
2014
Q4 		$1K Sell
51
-240
-82% -$5.2K ﹤0.01% 853
2014
Q3 		$6K Hold
291
– – ﹤0.01% 572
2014
Q2 		$6K Buy
+291
New +$6.08K ﹤0.01% 584
2014
Q1 		– Sell
-321
Closed -$7K – 891
2013
Q4 		$7K Sell
321
-441
-58% -$8.88K ﹤0.01% 541
2013
Q3 		$14K Sell
762
-1,998
-72% -$37.4K 0.01% 538
2013
Q2 		$50K Buy
+2,760
New +$48.9K 0.01% 335

Other funds holding KIE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Howe & Rusling's KIE Position: Q1 2025 in Review

Howe & Rusling sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2025, closing a stake of 29 shares — an estimated $1.64K sold.

Howe & Rusling first reported a position in KIE in Q2 2013 and held it in 22 quarters. The position peaked at $5.24M in Q4 2017. 187 funds tracked by Wall St. Rank hold KIE as of Q1 2025.

  • Howe & Rusling reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2025 after selling out during the quarter.
  • Howe & Rusling sold 29 State Street SPDR S&P Insurance ETF shares in Q1 2025, an estimated $1.64K.
  • Howe & Rusling first reported a position in State Street SPDR S&P Insurance ETF in Q2 2013 and held it in 22 quarters.
  • Howe & Rusling's State Street SPDR S&P Insurance ETF position peaked at $5.24M in Q4 2017.
  • 187 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2025.

Based on Howe & Rusling's 13F filing for Q1 2025, filed 17 Jun 2025.