Jones Financial Companies
KIE icon

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

Jones Financial Companies’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
Q1 		$474K Sell
8,856
-154
-2% -$8.85K ﹤0.01% 2073
2025
Q4 		$542K Sell
9,010
-106
-1% -$6.24K ﹤0.01% 1490
2025
Q3 		$539K Buy
9,116
+1,784
+24% +$104K ﹤0.01% 1364
2025
Q2 		$434K Buy
7,332
+1,867
+34% +$108K ﹤0.01% 1327
2025
Q1 		$329K Buy
5,465
+1,084
+25% +$63K ﹤0.01% 1300
2024
Q4 		$248K Buy
4,381
+1,528
+54% +$88.9K ﹤0.01% 1258
2024
Q3 		$161K Buy
2,853
+1,118
+64% +$60.1K ﹤0.01% 1215
2024
Q2 		$86.5K Buy
+1,735
New +$86.9K ﹤0.01% 1094

Other funds holding KIE

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return