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

Perigon 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 Q3	–	Sell	-12,950	Closed	-$774K	–	1236
2025 Q2	$774K	Sell	12,950 -13,523	-51%	-$786K	0.02%	546
2025 Q1	$1.6M	Buy	+26,473	New	+$1.54M	0.04%	351

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

Perigon Wealth Management's KIE Position: Q3 2025 in Review

Perigon Wealth Management sold out of State Street SPDR S&P Insurance ETF (KIE) in Q3 2025, closing a stake of 12,950 shares — an estimated $774K sold.

Perigon Wealth Management first reported a position in KIE in Q1 2025 and held it in 2 quarters. The position peaked at $1.6M in Q1 2025. 139 funds tracked by Wall St. Rank hold KIE as of Q3 2025.

Perigon Wealth Management reported no remaining State Street SPDR S&P Insurance ETF position as of Q3 2025 after selling out during the quarter.
Perigon Wealth Management sold 12,950 State Street SPDR S&P Insurance ETF shares in Q3 2025, an estimated $774K.
Perigon Wealth Management first reported a position in State Street SPDR S&P Insurance ETF in Q1 2025 and held it in 2 quarters.
Perigon Wealth Management's State Street SPDR S&P Insurance ETF position peaked at $1.6M in Q1 2025.
139 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2025.

Based on Perigon Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.