Truvestments Capital’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Truvestments Capital’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	-41	Closed	-$2.48K	–	1045
2025 Q1	$2.48K	Hold	41	–	–	﹤0.01%	838
2024 Q4	$2.32K	Buy	+41	New	+$2.38K	﹤0.01%	821

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

Truvestments Capital's KIE Position: Q2 2025 in Review

Truvestments Capital sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2025, closing a stake of 41 shares — an estimated $2.48K sold.

Truvestments Capital first reported a position in KIE in Q4 2024 and held it in 2 quarters. The position peaked at $2.48K in Q1 2025. 174 funds tracked by Wall St. Rank hold KIE as of Q2 2025.

Truvestments Capital reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2025 after selling out during the quarter.
Truvestments Capital sold 41 State Street SPDR S&P Insurance ETF shares in Q2 2025, an estimated $2.48K.
Truvestments Capital first reported a position in State Street SPDR S&P Insurance ETF in Q4 2024 and held it in 2 quarters.
Truvestments Capital's State Street SPDR S&P Insurance ETF position peaked at $2.48K in Q1 2025.
174 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2025.

Based on Truvestments Capital's 13F filing for Q2 2025, filed 13 Aug 2025.