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Plante Moran Financial Advisors’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Plante Moran Financial 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
Q2 		– Sell
-56
Closed -$3.39K – 823
2025
Q1 		$3.39K Hold
56
– – ﹤0.01% 674
2024
Q4 		$3.17K Hold
56
– – ﹤0.01% 743
2024
Q3 		$3.18K Buy
+56
New +$3.01K ﹤0.01% 725
2023
Q4 		– Sell
-122
Closed -$5.19K – 880
2023
Q3 		$5.19K Buy
+122
New +$5.17K ﹤0.01% 601
2021
Q3 		– Sell
-190
Closed -$7K – 978
2021
Q2 		$7K Buy
+190
New +$7.39K ﹤0.01% 731
2015
Q1 		– Sell
-114
Closed -$3K – 759
2014
Q4 		$3K Buy
+114
New +$2.47K ﹤0.01% 721

Other funds holding KIE

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $1.86B AUM 22.95% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return