Private Advisor Group’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Private Advisor 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 Q3	–	Sell	-17,504	Closed	-$1.05M	–	2639
2025 Q2	$1.05M	Sell	17,504 -4,389	-20%	-$255K	0.01%	1291
2025 Q1	$1.33M	Buy	21,893 +4,718	+27%	+$274K	0.01%	1099
2024 Q4	$971K	Buy	+17,175	New	+$999K	0.01%	1234
2023 Q4	–	Sell	-28,352	Closed	-$1.21M	–	2385
2023 Q3	$1.21M	Buy	+28,352	New	+$1.2M	0.01%	947
2023 Q2	–	Sell	-16,581	Closed	-$653K	–	2059
2023 Q1	$653K	Sell	16,581 -4,510	-21%	-$188K	0.01%	1203
2022 Q4	$625K	Buy	21,091 +3,717	+21%	+$150K	0.03%	503
2022 Q3	$628K	Buy	17,374 +42	+0.2%	+$1.6K	0.01%	1129
2022 Q2	$656K	Buy	+17,332	New	+$683K	0.01%	1268
2020 Q3	–	Sell	-371	Closed	-$10K	–	2575
2020 Q2	$10K	Buy	+371	New	+$9.82K	﹤0.01%	2936
2020 Q1	–	Sell	-19,008	Closed	-$673K	–	1553
2019 Q4	$673K	Sell	19,008 -3,807	-17%	-$133K	0.01%	924
2019 Q3	$804K	Buy	+22,815	New	+$786K	0.01%	882
2017 Q3	–	Sell	-13,854	Closed	-$410K	–	1494
2017 Q2	$410K	Buy	13,854 +1,779	+15%	+$51.2K	0.01%	923
2017 Q1	$343K	Sell	12,075 -1,365	-10%	-$38.8K	0.01%	1013
2016 Q4	$374K	Buy	13,440 +1,050	+8%	+$27.5K	0.01%	858
2016 Q3	$308K	Hold	12,390	–	–	0.01%	818
2016 Q2	$289K	Buy	12,390 +2,112	+21%	+$49.6K	0.01%	831
2016 Q1	$237K	Buy	+10,278	New	+$226K	0.01%	846
2014 Q4	–	Sell	-66	Closed	-$1K	–	1168
2014 Q3	$1K	Buy	+66	New	+$1.4K	﹤0.01%	1259

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

Private Advisor Group's KIE Position: Q3 2025 in Review

Private Advisor Group sold out of State Street SPDR S&P Insurance ETF (KIE) in Q3 2025, closing a stake of 17,504 shares — an estimated $1.05M sold.

Private Advisor Group first reported a position in KIE in Q3 2014 and held it in 18 quarters. The position peaked at $1.33M in Q1 2025. 139 funds tracked by Wall St. Rank hold KIE as of Q3 2025.

Private Advisor Group reported no remaining State Street SPDR S&P Insurance ETF position as of Q3 2025 after selling out during the quarter.
Private Advisor Group sold 17,504 State Street SPDR S&P Insurance ETF shares in Q3 2025, an estimated $1.05M.
Private Advisor Group first reported a position in State Street SPDR S&P Insurance ETF in Q3 2014 and held it in 18 quarters.
Private Advisor Group's State Street SPDR S&P Insurance ETF position peaked at $1.33M in Q1 2025.
139 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2025.

Based on Private Advisor Group's 13F filing for Q3 2025, filed 13 Nov 2025.