Navis Wealth Advisors’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Navis Wealth Advisors’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	-31,430	Closed	-$1.88M	–	128
2025 Q2	$1.88M	Buy	31,430 +87	+0.3%	+$5.05K	1.58%	10
2025 Q1	$1.9M	Buy	31,343 +152	+0.5%	+$8.84K	1.86%	9
2024 Q4	$1.76M	Buy	31,191 +161	+0.5%	+$9.37K	1.93%	9
2024 Q3	$1.76M	Buy	31,030 +92	+0.3%	+$4.95K	1.9%	10
2024 Q2	$1.54M	Buy	30,938 +111	+0.4%	+$5.56K	1.77%	11
2024 Q1	$1.61M	Buy	30,827 +116	+0.4%	+$5.62K	1.93%	10
2023 Q4	$1.39M	Buy	30,711 +149	+0.5%	+$6.54K	1.81%	10
2023 Q3	$1.3M	Buy	30,562 +110	+0.4%	+$4.66K	1.88%	10
2023 Q2	$1.24M	Buy	30,452 +116	+0.4%	+$4.62K	1.14%	11
2023 Q1	$1.19M	Buy	30,336 +105	+0.3%	+$4.37K	1.31%	12
2022 Q4	$1.24M	Buy	30,231 +201	+0.7%	+$8.11K	1.76%	12
2022 Q3	$1.09M	Buy	30,030 +144	+0.5%	+$5.5K	1.68%	12
2022 Q2	$1.13M	Buy	29,886 +139	+0.5%	+$5.48K	1.21%	18
2022 Q1	$1.25M	Buy	29,747 +107	+0.4%	+$4.31K	1.11%	18
2021 Q4	$1.2M	Buy	29,640 +160	+0.5%	+$6.41K	1.01%	21
2021 Q3	$1.11M	Buy	29,480 +146	+0.5%	+$5.63K	0.78%	28
2021 Q2	$1.13M	Buy	29,334 +157	+0.5%	+$6.11K	0.95%	23
2021 Q1	$1.07M	Buy	29,177 +3,101	+12%	+$109K	0.83%	27
2020 Q4	$876K	Buy	+26,076	New	+$823K	0.79%	28

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

Navis Wealth Advisors's KIE Position: Q3 2025 in Review

Navis Wealth Advisors sold out of State Street SPDR S&P Insurance ETF (KIE) in Q3 2025, closing a stake of 31,430 shares — an estimated $1.88M sold.

Navis Wealth Advisors first reported a position in KIE in Q4 2020 and held it in 19 quarters. The position peaked at $1.9M in Q1 2025. 139 funds tracked by Wall St. Rank hold KIE as of Q3 2025.

Navis Wealth Advisors reported no remaining State Street SPDR S&P Insurance ETF position as of Q3 2025 after selling out during the quarter.
Navis Wealth Advisors sold 31,430 State Street SPDR S&P Insurance ETF shares in Q3 2025, an estimated $1.88M.
Navis Wealth Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q4 2020 and held it in 19 quarters.
Navis Wealth Advisors's State Street SPDR S&P Insurance ETF position peaked at $1.9M in Q1 2025.
139 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2025.

Based on Navis Wealth Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.