Belpointe Asset Management’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Belpointe Asset 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	$420K	Buy	+6,881	New	+$394K	0.01%	782
2024 Q2	–	Sell	-60,336	Closed	-$3.14M	–	897
2024 Q1	$3.14M	Buy	+60,336	New	+$2.92M	0.24%	90
2023 Q2	–	Sell	-2,645	Closed	-$104K	–	2054
2023 Q1	$104K	Sell	2,645 -256	-9%	-$10.7K	0.01%	1280
2022 Q4	$119K	Sell	2,901 -277	-9%	-$11.2K	0.01%	1151
2022 Q3	$115K	Sell	3,178 -359	-10%	-$13.7K	0.01%	1097
2022 Q2	$134K	Sell	3,537 -791	-18%	-$31.2K	0.01%	987
2022 Q1	$182K	Buy	+4,328	New	+$174K	0.01%	952

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

Belpointe Asset Management's KIE Position: Q2 2026 in Review

Belpointe Asset Management opened a new position in State Street SPDR S&P Insurance ETF (KIE) in Q2 2026: 6,881 shares worth $420K. The stake represents 0.01% of the portfolio and ranks #782 among its holdings. This is a return to the name: Belpointe Asset Management previously reported a position in KIE as recently as Q1 2024.

Belpointe Asset Management first reported a position in KIE in Q1 2022 and has held it in 7 quarters since. The position peaked at $3.14M in Q1 2024. 144 funds tracked by Wall St. Rank hold KIE as of Q2 2026.

Belpointe Asset Management held 6,881 shares of State Street SPDR S&P Insurance ETF worth $420K as of Q2 2026.
State Street SPDR S&P Insurance ETF was a new Belpointe Asset Management position in Q2 2026.
State Street SPDR S&P Insurance ETF made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #782 holding.
Belpointe Asset Management first reported a position in State Street SPDR S&P Insurance ETF in Q1 2022 and has held it in 7 quarters since.
Belpointe Asset Management's State Street SPDR S&P Insurance ETF position peaked at $3.14M in Q1 2024.
144 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.