Keebeck Wealth Management’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Keebeck Wealth 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	-5,570	Closed	-$315K	–	289
2024 Q4	$315K	Hold	5,570	–	–	0.05%	207
2024 Q3	$316K	Sell	5,570 -147	-3%	-$7.9K	0.05%	207
2024 Q2	$285K	Sell	5,717 -346	-6%	-$17.3K	0.04%	224
2024 Q1	$316K	Sell	6,063 -263	-4%	-$12.7K	0.05%	233
2023 Q4	$286K	Hold	6,326	–	–	0.05%	232
2023 Q3	$269K	Hold	6,326	–	–	0.05%	219
2023 Q2	$259K	Hold	6,326	–	–	0.04%	237
2023 Q1	$249K	Hold	6,326	–	–	0.04%	225
2022 Q4	$259K	Hold	6,326	–	–	0.05%	208
2022 Q3	$229K	Hold	6,326	–	–	0.04%	209
2022 Q2	$239K	Hold	6,326	–	–	0.05%	209
2022 Q1	$266K	Hold	6,326	–	–	0.04%	208
2021 Q4	$255K	Hold	6,326	–	–	0.05%	195
2021 Q3	$239K	Hold	6,326	–	–	0.05%	192
2021 Q2	$244K	Sell	6,326 -95	-1%	-$3.7K	0.04%	219
2021 Q1	$235K	Hold	6,421	–	–	0.04%	214
2020 Q4	$216K	Sell	6,421 -5,000	-44%	-$158K	0.04%	199
2020 Q3	$320K	Hold	11,421	–	–	0.07%	156
2020 Q2	$312K	Sell	11,421 -2,141	-16%	-$56.7K	0.1%	138
2020 Q1	$338K	Sell	13,562 -2,273	-14%	-$74.2K	0.14%	118
2019 Q4	$561K	Buy	+15,835	New	+$553K	0.18%	93

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

Keebeck Wealth Management's KIE Position: Q1 2025 in Review

Keebeck Wealth Management sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2025, closing a stake of 5,570 shares — an estimated $315K sold.

Keebeck Wealth Management first reported a position in KIE in Q4 2019 and held it in 21 quarters. The position peaked at $561K in Q4 2019. 187 funds tracked by Wall St. Rank hold KIE as of Q1 2025.

Keebeck Wealth Management reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2025 after selling out during the quarter.
Keebeck Wealth Management sold 5,570 State Street SPDR S&P Insurance ETF shares in Q1 2025, an estimated $315K.
Keebeck Wealth Management first reported a position in State Street SPDR S&P Insurance ETF in Q4 2019 and held it in 21 quarters.
Keebeck Wealth Management's State Street SPDR S&P Insurance ETF position peaked at $561K in Q4 2019.
187 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2025.

Based on Keebeck Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.