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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
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $1.86B AUM 22.95% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return