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

Aptus Capital Advisors’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	$8.29K	Buy	136 +36	+36%	+$2.06K	﹤0.01%	1615
2026 Q1	$5.5K	Hold	100	–	–	﹤0.01%	1557
2025 Q4	$6.01K	Hold	100	–	–	﹤0.01%	1539
2025 Q3	$5.93K	Sell	100 -300	-75%	-$17.4K	﹤0.01%	1476
2025 Q2	$23.9K	Sell	400 -100	-20%	-$5.81K	﹤0.01%	1259
2025 Q1	$30.3K	Buy	500 +400	+400%	+$23.3K	﹤0.01%	1157
2024 Q4	$5.65K	Buy	+100	New	+$5.82K	﹤0.01%	1327
2023 Q4	–	Sell	-500	Closed	-$21.3K	–	951
2023 Q3	$21.3K	Hold	500	–	–	﹤0.01%	745
2023 Q2	$20.4K	Hold	500	–	–	﹤0.01%	651
2023 Q1	$19.7K	Buy	+500	New	+$20.8K	﹤0.01%	635

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

Aptus Capital Advisors's KIE Position: Q2 2026 in Review

Aptus Capital Advisors increased its State Street SPDR S&P Insurance ETF (KIE) stake by 36% in Q2 2026, buying an estimated $2.06K and bringing the position to 136 shares worth $8.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1615.

Aptus Capital Advisors first reported a position in KIE in Q1 2023 and has held it in 10 quarters since. The position peaked at $30.3K in Q1 2025. 145 funds tracked by Wall St. Rank hold KIE as of Q2 2026.

Aptus Capital Advisors held 136 shares of State Street SPDR S&P Insurance ETF worth $8.29K as of Q2 2026.
Aptus Capital Advisors bought 36 State Street SPDR S&P Insurance ETF shares in Q2 2026, an estimated $2.06K.
State Street SPDR S&P Insurance ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1615 holding.
Aptus Capital Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q1 2023 and has held it in 10 quarters since.
Aptus Capital Advisors's State Street SPDR S&P Insurance ETF position peaked at $30.3K in Q1 2025.
145 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.