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 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

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

Avior Wealth Management's KIE Position: Q2 2026 in Review

Avior Wealth Management increased its State Street SPDR S&P Insurance ETF (KIE) stake by 0.36% in Q2 2026, buying an estimated $1.32K and bringing the position to 6,377 shares worth $389K. The position accounts for 0.01% of the portfolio, ranked #582.

Avior Wealth Management first reported a position in KIE in Q1 2024 and has held it in 10 quarters since. The position peaked at $484K in Q4 2024. 145 funds tracked by Wall St. Rank hold KIE as of Q2 2026.

Avior Wealth Management held 6,377 shares of State Street SPDR S&P Insurance ETF worth $389K as of Q2 2026.
Avior Wealth Management bought 23 State Street SPDR S&P Insurance ETF shares in Q2 2026, an estimated $1.32K.
State Street SPDR S&P Insurance ETF made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #582 holding.
Avior Wealth Management first reported a position in State Street SPDR S&P Insurance ETF in Q1 2024 and has held it in 10 quarters since.
Avior Wealth Management's State Street SPDR S&P Insurance ETF position peaked at $484K in Q4 2024.
145 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.