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

Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Vertex Investment Solutions Chiyoda-Ku $148M AUM

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return