Arkadios Wealth Advisors’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Arkadios Wealth 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	$800K	Buy	13,113 +550	+4%	+$31.5K	0.01%	897
2026 Q1	$691K	Sell	12,563 -1,770	-12%	-$102K	0.01%	955
2025 Q4	$862K	Sell	14,333 -408	-3%	-$24K	0.02%	764
2025 Q3	$874K	Sell	14,741 -1,201	-8%	-$69.8K	0.02%	692
2025 Q2	$952K	Buy	15,942 +142	+0.9%	+$8.25K	0.03%	589
2025 Q1	$956K	Buy	15,800 +1,264	+9%	+$73.5K	0.04%	474
2024 Q4	$822K	Sell	14,536 -98	-0.7%	-$5.7K	0.04%	379
2024 Q3	$830K	Sell	14,634 -36,809	-72%	-$1.98M	0.05%	371
2024 Q2	$2.56M	Buy	51,443 +4,094	+9%	+$205K	0.17%	127
2024 Q1	$2.47M	Buy	47,349 +37,092	+362%	+$1.8M	0.19%	123
2023 Q4	$464K	Buy	10,257 +67	+0.7%	+$2.94K	0.04%	388
2023 Q3	$434K	Sell	10,190 -702	-6%	-$29.8K	0.04%	378
2023 Q2	$445K	Sell	10,892 -1,121	-9%	-$44.7K	0.05%	336
2023 Q1	$473K	Buy	12,013 +576	+5%	+$24K	0.06%	314
2022 Q4	$468K	Buy	11,437 +2,139	+23%	+$86.3K	0.06%	296
2022 Q3	$336K	Sell	9,298 -772	-8%	-$29.5K	0.05%	346
2022 Q2	$381K	Sell	10,070 -2,768	-22%	-$109K	0.06%	340
2022 Q1	$540K	Sell	12,838 -2,633	-17%	-$106K	0.07%	299
2021 Q4	$625K	Sell	15,471 -350	-2%	-$14K	0.08%	282
2021 Q3	$597K	Sell	15,821 -42	-0.3%	-$1.62K	0.09%	258
2021 Q2	$611K	Buy	15,863 +13,859	+692%	+$539K	0.07%	285
2021 Q1	$73K	Buy	2,004 +442	+28%	+$15.5K	0.01%	600
2020 Q4	$52K	Buy	1,562 +9	+0.6%	+$284	0.01%	552
2020 Q3	$46K	Buy	1,553 +8	+0.5%	+$229	0.02%	434
2020 Q2	$42.7K	Buy	1,545 +7	+0.5%	+$185	0.02%	399
2020 Q1	$38.3K	Buy	1,538 +10	+0.7%	+$326	0.02%	377
2019 Q4	$57.3K	Buy	+1,528	New	+$53.4K	0.03%	297

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

Arkadios Wealth Advisors's KIE Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its State Street SPDR S&P Insurance ETF (KIE) stake by 4.4% in Q2 2026, buying an estimated $31.5K and bringing the position to 13,113 shares worth $800K. The position accounts for 0.01% of the portfolio, ranked #897.

Arkadios Wealth Advisors first reported a position in KIE in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.56M in Q2 2024. 145 funds tracked by Wall St. Rank hold KIE as of Q2 2026.

Arkadios Wealth Advisors held 13,113 shares of State Street SPDR S&P Insurance ETF worth $800K as of Q2 2026.
Arkadios Wealth Advisors bought 550 State Street SPDR S&P Insurance ETF shares in Q2 2026, an estimated $31.5K.
State Street SPDR S&P Insurance ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #897 holding.
Arkadios Wealth Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q4 2019 and has held it in 27 quarters since.
Arkadios Wealth Advisors's State Street SPDR S&P Insurance ETF position peaked at $2.56M in Q2 2024.
145 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.