Q3 Asset Management’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Q3 Asset 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 Q2	–	Sell	-9,818	Closed	-$594K	–	69
2025 Q1	$594K	Buy	+9,818	New	+$571K	0.41%	34
2023 Q2	–	Sell	-68,060	Closed	-$2.68M	–	57
2023 Q1	$2.68M	Buy	68,060 +7,654	+13%	+$319K	2.24%	7
2022 Q4	$2.48M	Buy	60,406 +52,252	+641%	+$2.11M	1.68%	19
2022 Q3	$336K	Sell	8,154 -41,613	-84%	-$1.59M	0.24%	35
2022 Q2	$1.88M	Buy	+49,767	New	+$1.96M	1.43%	17

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

Q3 Asset Management's KIE Position: Q2 2025 in Review

Q3 Asset Management sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2025, closing a stake of 9,818 shares — an estimated $594K sold.

Q3 Asset Management first reported a position in KIE in Q2 2022 and held it in 5 quarters. The position peaked at $2.68M in Q1 2023. 174 funds tracked by Wall St. Rank hold KIE as of Q2 2025.

Q3 Asset Management reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2025 after selling out during the quarter.
Q3 Asset Management sold 9,818 State Street SPDR S&P Insurance ETF shares in Q2 2025, an estimated $594K.
Q3 Asset Management first reported a position in State Street SPDR S&P Insurance ETF in Q2 2022 and held it in 5 quarters.
Q3 Asset Management's State Street SPDR S&P Insurance ETF position peaked at $2.68M in Q1 2023.
174 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2025.

Based on Q3 Asset Management's 13F filing for Q2 2025, filed 3 Sep 2025.