Principal Securities’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Principal Securities’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	-311	Closed	-$18.4K	–	2536
2025 Q3	$18.4K	Buy	311 +1	+0.3%	+$58	﹤0.01%	2437
2025 Q2	$18.5K	Buy	310 +3	+1%	+$174	﹤0.01%	2358
2025 Q1	$17.4K	Hold	307	–	–	﹤0.01%	2279
2024 Q4	$17.4K	Sell	307 -5,189	-94%	-$302K	﹤0.01%	2276
2024 Q3	$312K	Buy	5,496 +5,191	+1,702%	+$279K	0.01%	919
2024 Q2	$15.2K	Buy	305 +1	+0.3%	+$50	﹤0.01%	2196
2024 Q1	$15.8K	Sell	304 -179	-37%	-$8.67K	﹤0.01%	2127
2023 Q4	$21.8K	Buy	+483	New	+$21.2K	﹤0.01%	1880

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

Principal Securities's KIE Position: Q4 2025 in Review

Principal Securities sold out of State Street SPDR S&P Insurance ETF (KIE) in Q4 2025, closing a stake of 311 shares — an estimated $18.4K sold.

Principal Securities first reported a position in KIE in Q4 2023 and held it in 8 quarters. The position peaked at $312K in Q3 2024. 150 funds tracked by Wall St. Rank hold KIE as of Q4 2025.

Principal Securities reported no remaining State Street SPDR S&P Insurance ETF position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 311 State Street SPDR S&P Insurance ETF shares in Q4 2025, an estimated $18.4K.
Principal Securities first reported a position in State Street SPDR S&P Insurance ETF in Q4 2023 and held it in 8 quarters.
Principal Securities's State Street SPDR S&P Insurance ETF position peaked at $312K in Q3 2024.
150 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.