Mather Group’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Mather Group’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 Q2	–	Sell	-107	Closed	-$6.48K	–	1206
2025 Q1	$6.48K	Hold	107	–	–	﹤0.01%	1353
2024 Q4	$6.05K	Sell	107 -1	-0.9%	-$58	﹤0.01%	1346
2024 Q3	$6.13K	Hold	108	–	–	﹤0.01%	1267
2024 Q2	$5.62K	Sell	108 -26	-19%	-$1.3K	﹤0.01%	1589
2024 Q1	$6.06K	Buy	+134	New	+$6.49K	﹤0.01%	1315

Other funds holding KIE

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Mather Group's KIE Position: Q2 2025 in Review

Mather Group sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2025, closing a stake of 107 shares — an estimated $6.48K sold.

Mather Group first reported a position in KIE in Q1 2024 and held it in 5 quarters. The position peaked at $6.48K in Q1 2025. 174 funds tracked by Wall St. Rank hold KIE as of Q2 2025.

Mather Group reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2025 after selling out during the quarter.
Mather Group sold 107 State Street SPDR S&P Insurance ETF shares in Q2 2025, an estimated $6.48K.
Mather Group first reported a position in State Street SPDR S&P Insurance ETF in Q1 2024 and held it in 5 quarters.
Mather Group's State Street SPDR S&P Insurance ETF position peaked at $6.48K in Q1 2025.
174 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2025.

Based on Mather Group's 13F filing for Q2 2025, filed 15 Jul 2025.