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

Lindbrook Capital’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	-4,146	Closed	-$234K	–	2868
2024 Q4	$234K	Hold	4,146	–	–	0.02%	355
2024 Q3	$235K	Buy	+4,146	New	+$223K	0.02%	356

Other funds holding KIE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lindbrook Capital's KIE Position: Q1 2025 in Review

Lindbrook Capital sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2025, closing a stake of 4,146 shares — an estimated $234K sold.

Lindbrook Capital first reported a position in KIE in Q3 2024 and held it in 2 quarters. The position peaked at $235K in Q3 2024. 187 funds tracked by Wall St. Rank hold KIE as of Q1 2025.

Lindbrook Capital reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2025 after selling out during the quarter.
Lindbrook Capital sold 4,146 State Street SPDR S&P Insurance ETF shares in Q1 2025, an estimated $234K.
Lindbrook Capital first reported a position in State Street SPDR S&P Insurance ETF in Q3 2024 and held it in 2 quarters.
Lindbrook Capital's State Street SPDR S&P Insurance ETF position peaked at $235K in Q3 2024.
187 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.