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

Sherman 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 Q4	–	Sell	-3	Closed	-$177	–	147
2025 Q3	$177	Hold	3	–	–	﹤0.01%	143
2025 Q2	$179	Hold	3	–	–	﹤0.01%	145
2025 Q1	$182	Hold	3	–	–	﹤0.01%	151
2024 Q4	$170	Buy	+3	New	+$175	﹤0.01%	174

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

Sherman Asset Management's KIE Position: Q4 2025 in Review

Sherman Asset Management sold out of State Street SPDR S&P Insurance ETF (KIE) in Q4 2025, closing a stake of 3 shares — an estimated $177 sold.

Sherman Asset Management first reported a position in KIE in Q4 2024 and held it in 4 quarters. The position peaked at $182 in Q1 2025. 150 funds tracked by Wall St. Rank hold KIE as of Q4 2025.

Sherman Asset Management reported no remaining State Street SPDR S&P Insurance ETF position as of Q4 2025 after selling out during the quarter.
Sherman Asset Management sold 3 State Street SPDR S&P Insurance ETF shares in Q4 2025, an estimated $177.
Sherman Asset Management first reported a position in State Street SPDR S&P Insurance ETF in Q4 2024 and held it in 4 quarters.
Sherman Asset Management's State Street SPDR S&P Insurance ETF position peaked at $182 in Q1 2025.
150 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2025.

Based on Sherman Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.