Venturi Wealth Management’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Venturi Wealth 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 Q1	–	Sell	-89	Closed	-$5.06K	–	1262
2024 Q4	$5.06K	Sell	89 -8	-8%	-$465	﹤0.01%	1660
2024 Q3	$5.54K	Hold	97	–	–	﹤0.01%	1362
2024 Q2	$4.86K	Hold	97	–	–	﹤0.01%	1241
2024 Q1	$5.08K	Hold	97	–	–	﹤0.01%	1086
2023 Q4	$4.41K	Hold	97	–	–	﹤0.01%	1053
2023 Q3	$4.15K	Buy	+97	New	+$4.11K	﹤0.01%	1027
2023 Q2	–	Sell	-97	Closed	-$3.84K	–	1199
2023 Q1	$3.84K	Buy	+97	New	+$4.04K	﹤0.01%	880
2017 Q4	–	Sell	-18,000	Closed	-$544K	–	196
2017 Q3	$544K	Buy	+18,000	New	+$537K	0.12%	140

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Venturi Wealth Management's KIE Position: Q1 2025 in Review

Venturi Wealth Management sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2025, closing a stake of 89 shares — an estimated $5.06K sold.

Venturi Wealth Management first reported a position in KIE in Q3 2017 and held it in 8 quarters. The position peaked at $544K in Q3 2017. 187 funds tracked by Wall St. Rank hold KIE as of Q1 2025.

Venturi Wealth Management reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2025 after selling out during the quarter.
Venturi Wealth Management sold 89 State Street SPDR S&P Insurance ETF shares in Q1 2025, an estimated $5.06K.
Venturi Wealth Management first reported a position in State Street SPDR S&P Insurance ETF in Q3 2017 and held it in 8 quarters.
Venturi Wealth Management's State Street SPDR S&P Insurance ETF position peaked at $544K in Q3 2017.
187 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.