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

Activest 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
2026 Q1	–	Sell	-612	Closed	-$35.2K	–	1288
2025 Q4	$36.8K	Hold	612	–	–	0.01%	377
2025 Q3	$36.3K	Hold	612	–	–	0.01%	294
2025 Q2	$36.6K	Hold	612	–	–	0.01%	246
2025 Q1	$37K	Sell	612 -197	-24%	-$11.5K	0.01%	218
2024 Q4	$45.7K	Buy	+809	New	+$47.1K	0.01%	179
2022 Q4	–	Sell	-1,350	Closed	-$49K	–	465
2022 Q3	$49K	Buy	+1,350	New	+$51.5K	0.02%	181

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Activest Wealth Management's KIE Position: Q1 2026 in Review

Activest Wealth Management sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2026, closing a stake of 612 shares — an estimated $35.2K sold.

Activest Wealth Management first reported a position in KIE in Q3 2022 and held it in 6 quarters. The position peaked at $49K in Q3 2022. 137 funds tracked by Wall St. Rank hold KIE as of Q1 2026.

Activest Wealth Management reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2026 after selling out during the quarter.
Activest Wealth Management sold 612 State Street SPDR S&P Insurance ETF shares in Q1 2026, an estimated $35.2K.
Activest Wealth Management first reported a position in State Street SPDR S&P Insurance ETF in Q3 2022 and held it in 6 quarters.
Activest Wealth Management's State Street SPDR S&P Insurance ETF position peaked at $49K in Q3 2022.
137 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2026.

Based on Activest Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.