AssetMark Inc
KIE icon

AssetMark Inc’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

AssetMark Inc’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
Q3 		$25.5K Buy
436
+46
+12% +$2.91K ﹤0.01% 2150
2026
Q2 		$23.8K Buy
390
+100
+34% +$5.73K ﹤0.01% 2106
2026
Q1 		$16K Hold
290
– – ﹤0.01% 2139
2025
Q4 		$17.4K Buy
+290
New +$17.1K ﹤0.01% 2042
2023
Q2 		– Sell
-12
Closed -$472 – 1629
2023
Q1 		$472 Buy
+12
New +$500 ﹤0.01% 1496
2021
Q4 		– Sell
-440
Closed -$17K – 1585
2021
Q3 		$17K Sell
440
-3,951,820
-100% -$152M ﹤0.01% 966
2021
Q2 		$152M Buy
+3,952,260
New +$154M 0.71% 37
2021
Q1 		– Sell
-3
Closed – – 1446
2020
Q4 		$0 Buy
+3
New +$95 ﹤0.01% 1451
2019
Q3 		– Sell
-2,215,327
Closed -$75.3M – 1368
2019
Q2 		$75.3M Buy
+2,215,327
New +$72.9M 0.61% 41
2018
Q4 		– Sell
-133
Closed -$4K – 1495
2018
Q3 		$4K Sell
133
-27
-17% -$852 ﹤0.01% 1196
2018
Q2 		$5K Sell
160
-2,271,815
-100% -$69.7M ﹤0.01% 1164
2018
Q1 		$70.5M Buy
2,271,975
+115,772
+5% +$3.59M 0.73% 41
2017
Q4 		$66.2M Buy
2,156,203
+2,156,044
+1,356,003% +$66.2M 0.68% 41
2017
Q3 		$5K Buy
159
+126
+382% +$3.76K ﹤0.01% 1147
2017
Q2 		$1K Sell
33
-3,182,232
-100% -$91.6M ﹤0.01% 1307
2017
Q1 		$91.2M Buy
3,182,265
+3,182,202
+5,051,114% +$90.6M 1.2% 22
2016
Q4 		$2K Buy
+63
New +$1.65K ﹤0.01% 1142

Other funds holding KIE

Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
Cumberland Advisors
Cumberland Advisors Sarasota, Florida $280M AUM 17.5% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Triangle Securities Wealth Management
Triangle Securities Wealth Management Raleigh, North Carolina $522M AUM 18.15% 1-Year Est. Return
TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
Ellis Investment Partners
Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

AssetMark Inc's KIE Position: Q3 2026 in Review

AssetMark Inc increased its State Street SPDR S&P Insurance ETF (KIE) stake by 12% in Q3 2026, buying an estimated $2.91K and bringing the position to 436 shares worth $25.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2150.

AssetMark Inc first reported a position in KIE in Q4 2016 and has held it in 17 quarters since. The position peaked at $152M in Q2 2021. 41 funds tracked by Wall St. Rank hold KIE as of Q3 2026.

  • AssetMark Inc held 436 shares of State Street SPDR S&P Insurance ETF worth $25.5K as of Q3 2026.
  • AssetMark Inc bought 46 State Street SPDR S&P Insurance ETF shares in Q3 2026, an estimated $2.91K.
  • State Street SPDR S&P Insurance ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2150 holding.
  • AssetMark Inc first reported a position in State Street SPDR S&P Insurance ETF in Q4 2016 and has held it in 17 quarters since.
  • AssetMark Inc's State Street SPDR S&P Insurance ETF position peaked at $152M in Q2 2021.
  • 41 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.