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 Q2	$93.6K	Hold	1,535	–	–	﹤0.01%	1219
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 $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

AlphaCore Capital's KIE Position: Q2 2026 in Review

AlphaCore Capital held its State Street SPDR S&P Insurance ETF (KIE) position steady in Q2 2026 at 1,535 shares worth $93.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1219.

AlphaCore Capital first reported a position in KIE in Q3 2021 and has held it in 7 quarters since. 145 funds tracked by Wall St. Rank hold KIE as of Q2 2026.

AlphaCore Capital held 1,535 shares of State Street SPDR S&P Insurance ETF worth $93.6K as of Q2 2026.
AlphaCore Capital left its State Street SPDR S&P Insurance ETF share count unchanged in Q2 2026.
State Street SPDR S&P Insurance ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q2 2026, its #1219 holding.
AlphaCore Capital first reported a position in State Street SPDR S&P Insurance ETF in Q3 2021 and has held it in 7 quarters since.
145 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.