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	–	1137
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 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

Two Sigma Investments New York $138B AUM 41.87% 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

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Montag & Associates's KIE Position: Q3 2025 in Review

Montag & Associates sold out of State Street SPDR S&P Insurance ETF (KIE) in Q3 2025, closing a stake of 316 shares — an estimated $18.9K sold.

Montag & Associates first reported a position in KIE in Q4 2020 and held it in 8 quarters. The position peaked at $96K in Q2 2021. 139 funds tracked by Wall St. Rank hold KIE as of Q3 2025.

Montag & Associates reported no remaining State Street SPDR S&P Insurance ETF position as of Q3 2025 after selling out during the quarter.
Montag & Associates sold 316 State Street SPDR S&P Insurance ETF shares in Q3 2025, an estimated $18.9K.
Montag & Associates first reported a position in State Street SPDR S&P Insurance ETF in Q4 2020 and held it in 8 quarters.
Montag & Associates's State Street SPDR S&P Insurance ETF position peaked at $96K in Q2 2021.
139 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2025.

Based on Montag & Associates's 13F filing for Q3 2025, filed 12 Nov 2025.