Steve Schonfeld’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Steve Schonfeld’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
2024 Q4	–	Sell	-89,250	Closed	-$5.06M	–	2210
2024 Q3	$5.06M	Buy	89,250 +79,334	+800%	+$4.27M	0.03%	538
2024 Q2	$494K	Buy	+9,916	New	+$497K	﹤0.01%	1497
2023 Q4	–	Sell	-5,180	Closed	-$220K	–	2052
2023 Q3	$220K	Sell	5,180 -8,385	-62%	-$355K	﹤0.01%	1392
2023 Q2	$555K	Sell	13,565 -57,308	-81%	-$2.28M	﹤0.01%	1185
2023 Q1	$2.79M	Buy	+70,873	New	+$2.95M	0.03%	604
2022 Q4	–	Sell	-27,381	Closed	-$990K	–	2814
2022 Q3	$990K	Buy	+27,381	New	+$1.04M	0.01%	1274

Other funds holding KIE

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JSAM

J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Steve Schonfeld's KIE Position: Q4 2024 in Review

Steve Schonfeld sold out of State Street SPDR S&P Insurance ETF (KIE) in Q4 2024, closing a stake of 89,250 shares — an estimated $5.06M sold.

Steve Schonfeld first reported a position in KIE in Q3 2022 and held it in 6 quarters. The position peaked at $5.06M in Q3 2024. 173 funds tracked by Wall St. Rank hold KIE as of Q4 2024.

Steve Schonfeld reported no remaining State Street SPDR S&P Insurance ETF position as of Q4 2024 after selling out during the quarter.
Steve Schonfeld sold 89,250 State Street SPDR S&P Insurance ETF shares in Q4 2024, an estimated $5.06M.
Steve Schonfeld first reported a position in State Street SPDR S&P Insurance ETF in Q3 2022 and held it in 6 quarters.
Steve Schonfeld's State Street SPDR S&P Insurance ETF position peaked at $5.06M in Q3 2024.
173 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2024.

Based on Schonfeld Strategic Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.