IFG Advisory’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

IFG Advisory’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	-4,095	Closed	-$243K	–	775
2025 Q3	$243K	Buy	4,095 +12	+0.3%	+$697	0.01%	692
2025 Q2	$244K	Buy	+4,083	New	+$237K	0.01%	664

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

IFG Advisory's KIE Position: Q4 2025 in Review

IFG Advisory sold out of State Street SPDR S&P Insurance ETF (KIE) in Q4 2025, closing a stake of 4,095 shares — an estimated $243K sold.

IFG Advisory first reported a position in KIE in Q2 2025 and held it in 2 quarters. The position peaked at $244K in Q2 2025. 150 funds tracked by Wall St. Rank hold KIE as of Q4 2025.

IFG Advisory reported no remaining State Street SPDR S&P Insurance ETF position as of Q4 2025 after selling out during the quarter.
IFG Advisory sold 4,095 State Street SPDR S&P Insurance ETF shares in Q4 2025, an estimated $243K.
IFG Advisory first reported a position in State Street SPDR S&P Insurance ETF in Q2 2025 and held it in 2 quarters.
IFG Advisory's State Street SPDR S&P Insurance ETF position peaked at $244K in Q2 2025.
150 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2025.

Based on IFG Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.