Jericho Financial
KIE icon

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
2026
Q3 		– Sell
-3,524
Closed -$215K – 40
2026
Q2 		$215K Buy
+3,524
New +$202K 0.11% 40
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

Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Cumberland Advisors
Cumberland Advisors Sarasota, Florida $280M AUM 17.5% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Triangle Securities Wealth Management
Triangle Securities Wealth Management Raleigh, North Carolina $522M AUM 18.15% 1-Year Est. Return
TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
Ellis Investment Partners
Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return

Jericho Financial's KIE Position: Q3 2026 in Review

Jericho Financial sold out of State Street SPDR S&P Insurance ETF (KIE) in Q3 2026, closing a stake of 3,524 shares — an estimated $215K sold.

Jericho Financial first reported a position in KIE in Q1 2025 and held it in 4 quarters. The position peaked at $221K in Q3 2025. 63 funds tracked by Wall St. Rank hold KIE as of Q3 2026.

  • Jericho Financial reported no remaining State Street SPDR S&P Insurance ETF position as of Q3 2026 after selling out during the quarter.
  • Jericho Financial sold 3,524 State Street SPDR S&P Insurance ETF shares in Q3 2026, an estimated $215K.
  • Jericho Financial first reported a position in State Street SPDR S&P Insurance ETF in Q1 2025 and held it in 4 quarters.
  • Jericho Financial's State Street SPDR S&P Insurance ETF position peaked at $221K in Q3 2025.
  • 63 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2026.

Based on Jericho Financial's 13F filing for Q3 2026, filed 13 Oct 2026.