Trademark Financial Management’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Trademark Financial 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	-6,964	Closed	-$422K	–	92
2025 Q1	$422K	Buy	6,964 +2,853	+69%	+$166K	0.32%	56
2024 Q4	$232K	Sell	4,111 -111	-3%	-$6.46K	0.18%	83
2024 Q3	$240K	Sell	4,222 -5,571	-57%	-$300K	0.19%	81
2024 Q2	$488K	Sell	9,793 -832	-8%	-$41.7K	0.4%	55
2024 Q1	$553K	Buy	10,625 +1,624	+18%	+$78.7K	0.46%	51
2023 Q4	$407K	Buy	+9,001	New	+$395K	0.3%	69

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

Trademark Financial Management's KIE Position: Q2 2025 in Review

Trademark Financial Management sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2025, closing a stake of 6,964 shares — an estimated $422K sold.

Trademark Financial Management first reported a position in KIE in Q4 2023 and held it in 6 quarters. The position peaked at $553K in Q1 2024. 174 funds tracked by Wall St. Rank hold KIE as of Q2 2025.

Trademark Financial Management reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2025 after selling out during the quarter.
Trademark Financial Management sold 6,964 State Street SPDR S&P Insurance ETF shares in Q2 2025, an estimated $422K.
Trademark Financial Management first reported a position in State Street SPDR S&P Insurance ETF in Q4 2023 and held it in 6 quarters.
Trademark Financial Management's State Street SPDR S&P Insurance ETF position peaked at $553K in Q1 2024.
174 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2025.

Based on Trademark Financial Management's 13F filing for Q2 2025, filed 31 Jul 2025.