Narus Financial Partners’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Narus Financial Partners’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 Q1	–	Sell	-4,350	Closed	-$246K	–	155
2024 Q4	$246K	Sell	4,350 -2,300	-35%	-$134K	0.08%	128
2024 Q3	$377K	Buy	6,650 +50	+0.8%	+$2.69K	0.14%	100
2024 Q2	$329K	Hold	6,600	–	–	0.13%	104
2024 Q1	$344K	Hold	6,600	–	–	0.15%	103
2023 Q4	$298K	Hold	6,600	–	–	0.14%	101
2023 Q3	$281K	Hold	6,600	–	–	0.14%	92
2023 Q2	$270K	Hold	6,600	–	–	0.14%	96
2023 Q1	$260K	Hold	6,600	–	–	0.14%	94
2022 Q4	$270K	Hold	6,600	–	–	0.16%	93
2022 Q3	$239K	Hold	6,600	–	–	0.15%	96
2022 Q2	$250K	Hold	6,600	–	–	0.16%	86
2022 Q1	$277K	Buy	+6,600	New	+$266K	0.16%	90
2021 Q1	$242K	Buy	+6,600	New	+$232K	0.14%	90
2019 Q4	$410K	Hold	11,564	–	–	0.29%	40
2019 Q3	$407K	Hold	11,564	–	–	0.3%	38
2019 Q2	$393K	Buy	+11,564	New	+$381K	0.3%	39
2017 Q3	$255K	Hold	8,487	–	–	0.22%	66
2017 Q2	$249K	Hold	8,487	–	–	0.23%	64
2017 Q1	$243K	Hold	8,487	–	–	0.23%	62
2016 Q4	$235K	Buy	+8,487	New	+$223K	0.25%	61

Other funds holding KIE

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Narus Financial Partners's KIE Position: Q1 2025 in Review

Narus Financial Partners sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2025, closing a stake of 4,350 shares — an estimated $246K sold.

Narus Financial Partners first reported a position in KIE in Q4 2016 and held it in 20 quarters. The position peaked at $410K in Q4 2019. 187 funds tracked by Wall St. Rank hold KIE as of Q1 2025.

Narus Financial Partners reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2025 after selling out during the quarter.
Narus Financial Partners sold 4,350 State Street SPDR S&P Insurance ETF shares in Q1 2025, an estimated $246K.
Narus Financial Partners first reported a position in State Street SPDR S&P Insurance ETF in Q4 2016 and held it in 20 quarters.
Narus Financial Partners's State Street SPDR S&P Insurance ETF position peaked at $410K in Q4 2019.
187 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2025.

Based on Narus Financial Partners's 13F filing for Q1 2025, filed 30 Apr 2025.