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

NorthRock 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 Q2	–	Sell	-44	Closed	-$2.66K	–	828
2025 Q1	$2.66K	Buy	+44	New	+$2.56K	﹤0.01%	817

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

NorthRock Partners's KIE Position: Q2 2025 in Review

NorthRock Partners sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2025, closing a stake of 44 shares — an estimated $2.66K sold.

NorthRock Partners first reported a position in KIE in Q1 2025 and held it in 1 quarter. The position peaked at $2.66K in Q1 2025. 174 funds tracked by Wall St. Rank hold KIE as of Q2 2025.

NorthRock Partners reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2025 after selling out during the quarter.
NorthRock Partners sold 44 State Street SPDR S&P Insurance ETF shares in Q2 2025, an estimated $2.66K.
NorthRock Partners first reported a position in State Street SPDR S&P Insurance ETF in Q1 2025 and held it in 1 quarter.
NorthRock Partners's State Street SPDR S&P Insurance ETF position peaked at $2.66K in Q1 2025.
174 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2025.

Based on NorthRock Partners's 13F filing for Q2 2025, filed 25 Jul 2025.