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

AE 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 Q2	$30.5K	Sell	500 -1	-0.2%	-$57	﹤0.01%	2184
2026 Q1	$27.6K	Hold	501	–	–	﹤0.01%	2070
2025 Q4	$30.1K	Sell	501 -2,100	-81%	-$124K	﹤0.01%	1943
2025 Q3	$154K	Hold	2,601	–	–	﹤0.01%	1455
2025 Q2	$155K	Sell	2,601 -50	-2%	-$2.9K	﹤0.01%	1369
2025 Q1	$160K	Hold	2,651	–	–	﹤0.01%	1336
2024 Q4	$150K	Buy	+2,651	New	+$154K	﹤0.01%	1337
2024 Q1	–	Sell	-5,252	Closed	-$250K	–	1609
2023 Q4	$250K	Sell	5,252 -13,014	-71%	-$572K	﹤0.01%	1794
2023 Q3	$777K	Sell	18,266 -8,625	-32%	-$366K	﹤0.01%	1200
2023 Q2	$1.1M	Buy	+26,891	New	+$1.07M	0.01%	1052
2022 Q1	–	Sell	-29,733	Closed	-$1.2M	–	1754
2021 Q4	$1.2M	Buy	29,733 +8,008	+37%	+$321K	0.01%	867
2021 Q3	$821K	Buy	21,725 +7,822	+56%	+$301K	0.01%	936
2021 Q2	$536K	Buy	+13,903	New	+$541K	﹤0.01%	1122
2020 Q1	–	Sell	-7,945	Closed	-$281K	–	1210
2019 Q4	$281K	Buy	+7,945	New	+$278K	0.01%	925

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

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

FMI

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

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

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

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

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

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

AE Wealth Management's KIE Position: Q2 2026 in Review

AE Wealth Management reduced its State Street SPDR S&P Insurance ETF (KIE) stake by 0.2% in Q2 2026, selling an estimated $57 and leaving 500 shares worth $30.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2184.

AE Wealth Management first reported a position in KIE in Q4 2019 and has held it in 14 quarters since. The position peaked at $1.2M in Q4 2021. 145 funds tracked by Wall St. Rank hold KIE as of Q2 2026.

AE Wealth Management held 500 shares of State Street SPDR S&P Insurance ETF worth $30.5K as of Q2 2026.
AE Wealth Management sold 1 State Street SPDR S&P Insurance ETF share in Q2 2026, an estimated $57.
State Street SPDR S&P Insurance ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2184 holding.
AE Wealth Management first reported a position in State Street SPDR S&P Insurance ETF in Q4 2019 and has held it in 14 quarters since.
AE Wealth Management's State Street SPDR S&P Insurance ETF position peaked at $1.2M in Q4 2021.
145 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.