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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
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
LPL Financial
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

Arkadios Wealth Advisors's KIE Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its State Street SPDR S&P Insurance ETF (KIE) stake by 12% in Q1 2026, selling an estimated $102K and leaving 12,563 shares worth $691K. The position accounts for 0.01% of the portfolio, ranked #955.

Arkadios Wealth Advisors first reported a position in KIE in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.56M in Q2 2024. 137 funds tracked by Wall St. Rank hold KIE as of Q1 2026.

  • Arkadios Wealth Advisors held 12,563 shares of State Street SPDR S&P Insurance ETF worth $691K as of Q1 2026.
  • Arkadios Wealth Advisors sold 1,770 State Street SPDR S&P Insurance ETF shares in Q1 2026, an estimated $102K.
  • State Street SPDR S&P Insurance ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #955 holding.
  • Arkadios Wealth Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q4 2019 and has held it in 26 quarters since.
  • Arkadios Wealth Advisors's State Street SPDR S&P Insurance ETF position peaked at $2.56M in Q2 2024.
  • 137 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.