MA
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Montag & Associates’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Montag & Associates’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
-316
Closed -$18.9K – 1142
2025
Q2 		$18.9K Hold
316
– – ﹤0.01% 689
2025
Q1 		$19.1K Hold
316
– – ﹤0.01% 725
2024
Q4 		$17.9K Hold
316
– – ﹤0.01% 723
2024
Q3 		$17.9K Buy
+316
New +$17K ﹤0.01% 741
2021
Q4 		– Sell
-2,500
Closed -$94K – 885
2021
Q3 		$94K Hold
2,500
– – 0.01% 484
2021
Q2 		$96K Hold
2,500
– – 0.01% 476
2021
Q1 		$92K Hold
2,500
– – 0.01% 479
2020
Q4 		$84K Buy
+2,500
New +$78.9K 0.01% 475

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 $1.47T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $157B 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 $8.89B AUM 25.87% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B 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 $376B AUM 19.32% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.32B AUM 16.07% 1-Year Est. Return