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	–	821
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	–	861
2023 Q3	$5.19K	Buy	+122	New	+$5.17K	﹤0.01%	601
2021 Q3	–	Sell	-190	Closed	-$7K	–	977
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 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

Plante Moran Financial Advisors's KIE Position: Q2 2025 in Review

Plante Moran Financial Advisors sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2025, closing a stake of 56 shares — an estimated $3.39K sold.

Plante Moran Financial Advisors first reported a position in KIE in Q4 2014 and held it in 6 quarters. The position peaked at $7K in Q2 2021. 174 funds tracked by Wall St. Rank hold KIE as of Q2 2025.

Plante Moran Financial Advisors reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 56 State Street SPDR S&P Insurance ETF shares in Q2 2025, an estimated $3.39K.
Plante Moran Financial Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q4 2014 and held it in 6 quarters.
Plante Moran Financial Advisors's State Street SPDR S&P Insurance ETF position peaked at $7K in Q2 2021.
174 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.