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Avior Wealth Management’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Avior Wealth Management’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 		$374K Buy
6,396
+19
+0.3% +$1.2K 0.01% 593
2026
Q2 		$389K Buy
6,377
+23
+0.4% +$1.32K 0.01% 582
2026
Q1 		$349K Sell
6,354
-55
-0.9% -$3.16K 0.01% 646
2025
Q4 		$385K Buy
6,409
+33
+0.5% +$1.94K 0.01% 539
2025
Q3 		$378K Buy
6,376
+769
+14% +$44.7K 0.01% 527
2025
Q2 		$335K Buy
5,607
+15
+0.3% +$871 0.01% 539
2025
Q1 		$338K Sell
5,592
-2,972
-35% -$173K 0.01% 519
2024
Q4 		$484K Buy
8,564
+44
+0.5% +$2.56K 0.02% 455
2024
Q3 		$484K Buy
8,520
+26
+0.3% +$1.4K 0.02% 456
2024
Q2 		$423K Buy
8,494
+30
+0.4% +$1.5K 0.02% 477
2024
Q1 		$441K Buy
+8,464
New +$410K 0.02% 488

Other funds holding KIE

TAM
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
WAS
Westco Advisory Services Lynbrook, New York $166M AUM 27.48% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Avior Wealth Management's KIE Position: Q3 2026 in Review

Avior Wealth Management increased its State Street SPDR S&P Insurance ETF (KIE) stake by 0.3% in Q3 2026, buying an estimated $1.2K and bringing the position to 6,396 shares worth $374K. The position accounts for 0.01% of the portfolio, ranked #593.

Avior Wealth Management first reported a position in KIE in Q1 2024 and has held it in 11 quarters since. The position peaked at $484K in Q4 2024. 14 funds tracked by Wall St. Rank hold KIE as of Q3 2026.

  • Avior Wealth Management held 6,396 shares of State Street SPDR S&P Insurance ETF worth $374K as of Q3 2026.
  • Avior Wealth Management bought 19 State Street SPDR S&P Insurance ETF shares in Q3 2026, an estimated $1.2K.
  • State Street SPDR S&P Insurance ETF made up 0.01% of Avior Wealth Management's portfolio in Q3 2026, its #593 holding.
  • Avior Wealth Management first reported a position in State Street SPDR S&P Insurance ETF in Q1 2024 and has held it in 11 quarters since.
  • Avior Wealth Management's State Street SPDR S&P Insurance ETF position peaked at $484K in Q4 2024.
  • 14 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2026.

Based on Avior Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.