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

Vicus 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 Q3	–	Sell	-52,861	Closed	-$3.16M	–	286
2025 Q2	$3.16M	Buy	52,861 +1,249	+2%	+$72.6K	0.26%	57
2025 Q1	$3.12M	Buy	+51,612	New	+$3M	0.29%	49
2024 Q4	–	Sell	-54,479	Closed	-$3.09M	–	242
2024 Q3	$3.09M	Sell	54,479 -2,778	-5%	-$149K	0.27%	49
2024 Q2	$2.85M	Buy	57,257 +1,817	+3%	+$91K	0.26%	52
2024 Q1	$2.89M	Buy	+55,440	New	+$2.69M	0.26%	54
2023 Q1	–	Sell	-56,699	Closed	-$2.32M	–	210
2022 Q4	$2.32M	Buy	+56,699	New	+$2.29M	0.26%	49
2022 Q3	–	Sell	-55,642	Closed	-$2.11M	–	215
2022 Q2	$2.11M	Buy	+55,642	New	+$2.19M	0.24%	56
2017 Q2	–	Sell	-50,304	Closed	-$1.44M	–	234
2017 Q1	$1.44M	Buy	+50,304	New	+$1.43M	0.31%	69

Other funds holding KIE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 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 $10.6B AUM 34.1% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Vicus Capital's KIE Position: Q3 2025 in Review

Vicus Capital sold out of State Street SPDR S&P Insurance ETF (KIE) in Q3 2025, closing a stake of 52,861 shares — an estimated $3.16M sold.

Vicus Capital first reported a position in KIE in Q1 2017 and held it in 8 quarters. The position peaked at $3.16M in Q2 2025. 139 funds tracked by Wall St. Rank hold KIE as of Q3 2025.

Vicus Capital reported no remaining State Street SPDR S&P Insurance ETF position as of Q3 2025 after selling out during the quarter.
Vicus Capital sold 52,861 State Street SPDR S&P Insurance ETF shares in Q3 2025, an estimated $3.16M.
Vicus Capital first reported a position in State Street SPDR S&P Insurance ETF in Q1 2017 and held it in 8 quarters.
Vicus Capital's State Street SPDR S&P Insurance ETF position peaked at $3.16M in Q2 2025.
139 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2025.

Based on Vicus Capital's 13F filing for Q3 2025, filed 24 Oct 2025.