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RFG Advisory’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

RFG Advisory’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
Q1 		– Sell
-5,413
Closed -$306K – 877
2024
Q4 		$306K Buy
+5,413
New +$315K 0.01% 644

Other funds holding KIE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RFG Advisory's KIE Position: Q1 2025 in Review

RFG Advisory sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2025, closing a stake of 5,413 shares — an estimated $306K sold.

RFG Advisory first reported a position in KIE in Q4 2024 and held it in 1 quarter. The position peaked at $306K in Q4 2024. 187 funds tracked by Wall St. Rank hold KIE as of Q1 2025.

  • RFG Advisory reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2025 after selling out during the quarter.
  • RFG Advisory sold 5,413 State Street SPDR S&P Insurance ETF shares in Q1 2025, an estimated $306K.
  • RFG Advisory first reported a position in State Street SPDR S&P Insurance ETF in Q4 2024 and held it in 1 quarter.
  • RFG Advisory's State Street SPDR S&P Insurance ETF position peaked at $306K in Q4 2024.
  • 187 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2025.

Based on RFG Advisory's 13F filing for Q1 2025, filed 9 Apr 2025.