Running Point Capital Advisors’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Running Point Capital 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 Q4	$218K	Hold	3,621	–	–	0.06%	120
2025 Q3	$215K	Hold	3,621	–	–	0.06%	120
2025 Q2	$216K	Hold	3,621	–	–	0.06%	115
2025 Q1	$219K	Hold	3,621	–	–	0.07%	109
2024 Q4	$205K	Buy	+3,621	New	+$211K	0.07%	102

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

Running Point Capital Advisors's KIE Position: Q4 2025 in Review

Running Point Capital Advisors held its State Street SPDR S&P Insurance ETF (KIE) position steady in Q4 2025 at 3,621 shares worth $218K. The position accounts for 0.06% of the portfolio, ranked #120.

Running Point Capital Advisors first reported a position in KIE in Q4 2024 and has held it in 5 quarters since. The position peaked at $219K in Q1 2025. 150 funds tracked by Wall St. Rank hold KIE as of Q4 2025.

Running Point Capital Advisors held 3,621 shares of State Street SPDR S&P Insurance ETF worth $218K as of Q4 2025.
Running Point Capital Advisors left its State Street SPDR S&P Insurance ETF share count unchanged in Q4 2025.
State Street SPDR S&P Insurance ETF made up 0.06% of Running Point Capital Advisors's portfolio in Q4 2025, its #120 holding.
Running Point Capital Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q4 2024 and has held it in 5 quarters since.
Running Point Capital Advisors's State Street SPDR S&P Insurance ETF position peaked at $219K in Q1 2025.
150 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.