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

Allworth 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	$33.1K	Sell	542 -500	-48%	-$28.6K	﹤0.01%	2821
2026 Q1	$57.3K	Hold	1,042	–	–	﹤0.01%	2213
2025 Q4	$62.7K	Buy	1,042 +985	+1,728%	+$58K	﹤0.01%	2051
2025 Q3	$3.38K	Hold	57	–	–	﹤0.01%	3757
2025 Q2	$3.41K	Hold	57	–	–	﹤0.01%	3471
2025 Q1	$3.28K	Hold	57	–	–	﹤0.01%	3000
2024 Q4	$3.25K	Hold	57	–	–	﹤0.01%	2961
2024 Q3	$3.23K	Hold	57	–	–	﹤0.01%	2757
2024 Q2	$2.93K	Hold	57	–	–	﹤0.01%	2757
2024 Q1	$2.97K	Hold	57	–	–	﹤0.01%	2638
2023 Q4	$2.58K	Hold	57	–	–	﹤0.01%	2563
2023 Q3	$2.42K	Hold	57	–	–	﹤0.01%	2452
2023 Q2	$2.33K	Hold	57	–	–	﹤0.01%	2418
2023 Q1	$2.24K	Hold	57	–	–	﹤0.01%	2361
2022 Q4	$2.33K	Hold	57	–	–	﹤0.01%	2186
2022 Q3	$2K	Hold	57	–	–	﹤0.01%	2165
2022 Q2	$2K	Hold	57	–	–	﹤0.01%	2005
2022 Q1	$2K	Hold	57	–	–	﹤0.01%	1798
2021 Q4	$2K	Hold	57	–	–	﹤0.01%	1727
2021 Q3	$2K	Hold	57	–	–	﹤0.01%	1686
2021 Q2	$2K	Hold	57	–	–	﹤0.01%	1380
2021 Q1	$2K	Hold	57	–	–	﹤0.01%	1310
2020 Q4	$2K	Hold	57	–	–	﹤0.01%	1168
2020 Q3	$2K	Hold	57	–	–	﹤0.01%	996
2020 Q2	$2K	Hold	57	–	–	﹤0.01%	1018
2020 Q1	$1K	Hold	57	–	–	﹤0.01%	1151
2019 Q4	$2K	Buy	+57	New	+$1.99K	﹤0.01%	911
2017 Q2	–	Sell	-327	Closed	-$9K	–	786
2017 Q1	$9K	Buy	+327	New	+$9.31K	﹤0.01%	457

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

Allworth Financial's KIE Position: Q2 2026 in Review

Allworth Financial reduced its State Street SPDR S&P Insurance ETF (KIE) stake by 48% in Q2 2026, selling an estimated $28.6K and leaving 542 shares worth $33.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2821.

Allworth Financial first reported a position in KIE in Q1 2017 and has held it in 28 quarters since. The position peaked at $62.7K in Q4 2025. 145 funds tracked by Wall St. Rank hold KIE as of Q2 2026.

Allworth Financial held 542 shares of State Street SPDR S&P Insurance ETF worth $33.1K as of Q2 2026.
Allworth Financial sold 500 State Street SPDR S&P Insurance ETF shares in Q2 2026, an estimated $28.6K.
State Street SPDR S&P Insurance ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2821 holding.
Allworth Financial first reported a position in State Street SPDR S&P Insurance ETF in Q1 2017 and has held it in 28 quarters since.
Allworth Financial's State Street SPDR S&P Insurance ETF position peaked at $62.7K in Q4 2025.
145 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.