Jericho Financial’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Jericho Financial’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	-3,718	Closed	-$221K	–	41
2025 Q3	$221K	Buy	3,718 +62	+2%	+$3.6K	0.13%	40
2025 Q2	$218K	Buy	3,656 +28	+0.8%	+$1.63K	0.14%	41
2025 Q1	$220K	Buy	+3,628	New	+$211K	0.16%	39

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

Jericho Financial's KIE Position: Q4 2025 in Review

Jericho Financial sold out of State Street SPDR S&P Insurance ETF (KIE) in Q4 2025, closing a stake of 3,718 shares — an estimated $221K sold.

Jericho Financial first reported a position in KIE in Q1 2025 and held it in 3 quarters. The position peaked at $221K in Q3 2025. 150 funds tracked by Wall St. Rank hold KIE as of Q4 2025.

Jericho Financial reported no remaining State Street SPDR S&P Insurance ETF position as of Q4 2025 after selling out during the quarter.
Jericho Financial sold 3,718 State Street SPDR S&P Insurance ETF shares in Q4 2025, an estimated $221K.
Jericho Financial first reported a position in State Street SPDR S&P Insurance ETF in Q1 2025 and held it in 3 quarters.
Jericho Financial's State Street SPDR S&P Insurance ETF position peaked at $221K in Q3 2025.
150 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2025.

Based on Jericho Financial's 13F filing for Q4 2025, filed 21 Jan 2026.