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

Mowery & Schoenfeld 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 Q2	–	Sell	-255	Closed	-$15.4K	–	437
2025 Q1	$15.4K	Buy	+255	New	+$14.8K	0.03%	225

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

Mowery & Schoenfeld Wealth Management's KIE Position: Q2 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2025, closing a stake of 255 shares — an estimated $15.4K sold.

Mowery & Schoenfeld Wealth Management first reported a position in KIE in Q1 2025 and held it in 1 quarter. The position peaked at $15.4K in Q1 2025. 174 funds tracked by Wall St. Rank hold KIE as of Q2 2025.

Mowery & Schoenfeld Wealth Management reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2025 after selling out during the quarter.
Mowery & Schoenfeld Wealth Management sold 255 State Street SPDR S&P Insurance ETF shares in Q2 2025, an estimated $15.4K.
Mowery & Schoenfeld Wealth Management first reported a position in State Street SPDR S&P Insurance ETF in Q1 2025 and held it in 1 quarter.
Mowery & Schoenfeld Wealth Management's State Street SPDR S&P Insurance ETF position peaked at $15.4K in Q1 2025.
174 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.