Park Square Financial Group’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Park Square Financial Group’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 Q4	–	Sell	-956	Closed	-$56.7K	–	280
2025 Q3	$56.7K	Sell	956 -246	-20%	-$14.3K	0.24%	32
2025 Q2	$71.8K	Buy	1,202 +1,096	+1,034%	+$63.7K	0.05%	247
2025 Q1	$6.42K	Sell	106 -4	-4%	-$233	0.01%	700
2024 Q4	$6.22K	Buy	+110	New	+$6.4K	﹤0.01%	671

Other funds holding KIE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JSAM

J. Safra Asset Management New York $1.86B AUM 22.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCP

Perbak Capital Partners London, United Kingdom $406M AUM 17.25% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Park Square Financial Group's KIE Position: Q4 2025 in Review

Park Square Financial Group sold out of State Street SPDR S&P Insurance ETF (KIE) in Q4 2025, closing a stake of 956 shares — an estimated $56.7K sold.

Park Square Financial Group first reported a position in KIE in Q4 2024 and held it in 4 quarters. The position peaked at $71.8K in Q2 2025. 150 funds tracked by Wall St. Rank hold KIE as of Q4 2025.

Park Square Financial Group reported no remaining State Street SPDR S&P Insurance ETF position as of Q4 2025 after selling out during the quarter.
Park Square Financial Group sold 956 State Street SPDR S&P Insurance ETF shares in Q4 2025, an estimated $56.7K.
Park Square Financial Group first reported a position in State Street SPDR S&P Insurance ETF in Q4 2024 and held it in 4 quarters.
Park Square Financial Group's State Street SPDR S&P Insurance ETF position peaked at $71.8K in Q2 2025.
150 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2025.

Based on Park Square Financial Group's 13F filing for Q4 2025, filed 5 Feb 2026.