Janney Capital Management’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Janney Capital 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 Q1	–	Sell	-5,171	Closed	-$292K	–	246
2024 Q4	$292K	Buy	5,171 +318	+7%	+$18.5K	0.02%	208
2024 Q3	$275K	Buy	+4,853	New	+$261K	0.02%	213
2024 Q2	–	Sell	-377,238	Closed	-$19.6M	–	231
2024 Q1	$19.6M	Sell	377,238 -9,384	-2%	-$455K	1.31%	13
2023 Q4	$17.5M	Sell	386,622 -18,337	-5%	-$805K	1.17%	23
2023 Q3	$17.2M	Buy	+404,959	New	+$17.2M	1.33%	17
2016 Q2	–	Sell	-32,109	Closed	-$741K	–	170
2016 Q1	$741K	Sell	32,109 -37,017	-54%	-$814K	0.04%	103
2015 Q4	$1.6M	Sell	69,126 -4,776	-6%	-$113K	0.07%	114
2015 Q3	$1.66M	Buy	+73,902	New	+$1.72M	0.08%	111
2014 Q1	–	Sell	-85,428	Closed	-$1.8M	–	193
2013 Q4	$1.8M	Sell	85,428 -21,216	-20%	-$427K	0.13%	111
2013 Q3	$2.02M	Buy	106,644 +8,439	+9%	+$158K	0.17%	136
2013 Q2	$1.77M	Buy	+98,205	New	+$1.74M	0.17%	108

Other funds holding KIE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JSAM

J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Janney Capital Management's KIE Position: Q1 2025 in Review

Janney Capital Management sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2025, closing a stake of 5,171 shares — an estimated $292K sold.

Janney Capital Management first reported a position in KIE in Q2 2013 and held it in 11 quarters. The position peaked at $19.6M in Q1 2024. 187 funds tracked by Wall St. Rank hold KIE as of Q1 2025.

Janney Capital Management reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2025 after selling out during the quarter.
Janney Capital Management sold 5,171 State Street SPDR S&P Insurance ETF shares in Q1 2025, an estimated $292K.
Janney Capital Management first reported a position in State Street SPDR S&P Insurance ETF in Q2 2013 and held it in 11 quarters.
Janney Capital Management's State Street SPDR S&P Insurance ETF position peaked at $19.6M in Q1 2024.
187 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2025.

Based on Janney Capital Management's 13F filing for Q1 2025, filed 21 Apr 2025.