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

AlphaCore 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
2026 Q1	$84.4K	Hold	1,535	–	–	﹤0.01%	954
2025 Q4	$92.3K	Buy	1,535 +781	+104%	+$46K	﹤0.01%	1099
2025 Q3	$44.7K	Hold	754	–	–	﹤0.01%	881
2025 Q2	$45K	Hold	754	–	–	﹤0.01%	824
2025 Q1	$45.6K	Buy	+754	New	+$43.8K	﹤0.01%	602
2021 Q4	–	Sell	-315	Closed	-$12K	–	119
2021 Q3	$12K	Buy	+315	New	+$12.1K	0.01%	102

Other funds holding KIE

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

AlphaCore Capital's KIE Position: Q1 2026 in Review

AlphaCore Capital held its State Street SPDR S&P Insurance ETF (KIE) position steady in Q1 2026 at 1,535 shares worth $84.4K. The position accounts for ﹤0.01% of the portfolio, ranked #954.

AlphaCore Capital first reported a position in KIE in Q3 2021 and has held it in 6 quarters since. The position peaked at $92.3K in Q4 2025. 137 funds tracked by Wall St. Rank hold KIE as of Q1 2026.

AlphaCore Capital held 1,535 shares of State Street SPDR S&P Insurance ETF worth $84.4K as of Q1 2026.
AlphaCore Capital left its State Street SPDR S&P Insurance ETF share count unchanged in Q1 2026.
State Street SPDR S&P Insurance ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q1 2026, its #954 holding.
AlphaCore Capital first reported a position in State Street SPDR S&P Insurance ETF in Q3 2021 and has held it in 6 quarters since.
AlphaCore Capital's State Street SPDR S&P Insurance ETF position peaked at $92.3K in Q4 2025.
137 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.