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

MGB 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
Q3 		– Sell
-2,728
Closed -$163K – 322
2025
Q2 		$163K Buy
2,728
+1,452
+114% +$84.4K 0.05% 227
2025
Q1 		$77.2K Buy
1,276
+46
+4% +$2.67K 0.03% 239
2024
Q4 		$69.5K Buy
+1,230
New +$71.6K 0.02% 232

Other funds holding KIE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $1.86B AUM 22.95% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

MGB Wealth Management's KIE Position: Q3 2025 in Review

MGB Wealth Management sold out of State Street SPDR S&P Insurance ETF (KIE) in Q3 2025, closing a stake of 2,728 shares — an estimated $163K sold.

MGB Wealth Management first reported a position in KIE in Q4 2024 and held it in 3 quarters. The position peaked at $163K in Q2 2025. 139 funds tracked by Wall St. Rank hold KIE as of Q3 2025.

  • MGB Wealth Management reported no remaining State Street SPDR S&P Insurance ETF position as of Q3 2025 after selling out during the quarter.
  • MGB Wealth Management sold 2,728 State Street SPDR S&P Insurance ETF shares in Q3 2025, an estimated $163K.
  • MGB Wealth Management first reported a position in State Street SPDR S&P Insurance ETF in Q4 2024 and held it in 3 quarters.
  • MGB Wealth Management's State Street SPDR S&P Insurance ETF position peaked at $163K in Q2 2025.
  • 139 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2025.

Based on MGB Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.