Advisornet Financial’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Advisornet Financial’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 Q2	$68.5K	Buy	1,123 +4	+0.4%	+$229	﹤0.01%	1012
2026 Q1	$61.5K	Buy	1,119 +6	+0.5%	+$345	﹤0.01%	977
2025 Q4	$66.9K	Buy	1,113 +6	+0.5%	+$353	﹤0.01%	962
2025 Q3	$65.7K	Sell	1,107 -596	-35%	-$34.6K	﹤0.01%	939
2025 Q2	$102K	Buy	1,703 +1,543	+964%	+$89.6K	0.01%	763
2025 Q1	$9.69K	Buy	+160	New	+$9.3K	﹤0.01%	1424

Other funds holding KIE

FMI

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

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

TSWM

Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

VIS

Vertex Investment Solutions Chiyoda-Ku $148M AUM

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Advisornet Financial's KIE Position: Q2 2026 in Review

Advisornet Financial increased its State Street SPDR S&P Insurance ETF (KIE) stake by 0.36% in Q2 2026, buying an estimated $229 and bringing the position to 1,123 shares worth $68.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1012.

Advisornet Financial first reported a position in KIE in Q1 2025 and has held it in 6 quarters since. The position peaked at $102K in Q2 2025. 31 funds tracked by Wall St. Rank hold KIE as of Q2 2026.

Advisornet Financial held 1,123 shares of State Street SPDR S&P Insurance ETF worth $68.5K as of Q2 2026.
Advisornet Financial bought 4 State Street SPDR S&P Insurance ETF shares in Q2 2026, an estimated $229.
State Street SPDR S&P Insurance ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1012 holding.
Advisornet Financial first reported a position in State Street SPDR S&P Insurance ETF in Q1 2025 and has held it in 6 quarters since.
Advisornet Financial's State Street SPDR S&P Insurance ETF position peaked at $102K in Q2 2025.
31 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.