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

Synergy 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	-25,428	Closed	-$1.54M	–	208
2025 Q1	$1.54M	Buy	+25,428	New	+$1.48M	0.19%	77
2023 Q4	–	Sell	-46,577	Closed	-$1.98M	–	164
2023 Q3	$1.98M	Buy	+46,577	New	+$1.97M	0.39%	61

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

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

Synergy Asset Management sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2025, closing a stake of 25,428 shares — an estimated $1.54M sold.

Synergy Asset Management first reported a position in KIE in Q3 2023 and held it in 2 quarters. The position peaked at $1.98M in Q3 2023. 174 funds tracked by Wall St. Rank hold KIE as of Q2 2025.

Synergy Asset Management reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2025 after selling out during the quarter.
Synergy Asset Management sold 25,428 State Street SPDR S&P Insurance ETF shares in Q2 2025, an estimated $1.54M.
Synergy Asset Management first reported a position in State Street SPDR S&P Insurance ETF in Q3 2023 and held it in 2 quarters.
Synergy Asset Management's State Street SPDR S&P Insurance ETF position peaked at $1.98M in Q3 2023.
174 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2025.

Based on Synergy Asset Management's 13F filing for Q2 2025, filed 21 Jul 2025.