Carson Wealth (CWM LLC)’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	$55K	Sell	1,000 -86	-8%	-$4.94K	﹤0.01%	3745
2025 Q4	$65K	Buy	1,086 +1,000	+1,163%	+$58.9K	﹤0.01%	3408
2025 Q3	$5K	Hold	86	–	–	﹤0.01%	4735
2025 Q2	$5K	Sell	86 -255	-75%	-$14.8K	﹤0.01%	4623
2025 Q1	$21K	Buy	341 +255	+297%	+$14.8K	﹤0.01%	3632
2024 Q4	$5K	Hold	86	–	–	﹤0.01%	4213
2024 Q3	$5K	Buy	+86	New	+$4.62K	﹤0.01%	4106
2021 Q2	$5K	Hold	139	–	–	﹤0.01%	2360
2021 Q1	$5K	Hold	139	–	–	﹤0.01%	2360
2020 Q4	$5K	Hold	139	–	–	﹤0.01%	2360
2020 Q3	$5K	Hold	139	–	–	﹤0.01%	2360
2020 Q2	$5K	Hold	139	–	–	﹤0.01%	2358
2020 Q1	$5K	Hold	139	–	–	﹤0.01%	2358
2019 Q4	$5K	Hold	139	–	–	﹤0.01%	2358
2019 Q3	$5K	Hold	139	–	–	﹤0.01%	2358
2019 Q2	$5K	Hold	139	–	–	﹤0.01%	2358
2019 Q1	$5K	Buy	+139	New	+$4.25K	﹤0.01%	2357
2017 Q4	–	Sell	-18	Closed	-$1K	–	1517
2017 Q3	$1K	Buy	+18	New	+$537	﹤0.01%	1388

Other funds holding KIE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Carson Wealth (CWM LLC)'s KIE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its State Street SPDR S&P Insurance ETF (KIE) stake by 7.9% in Q1 2026, selling an estimated $4.94K and leaving 1,000 shares worth $55K. The position accounts for ﹤0.01% of the portfolio, ranked #3745.

Carson Wealth (CWM LLC) first reported a position in KIE in Q3 2017 and has held it in 18 quarters since. The position peaked at $65K in Q4 2025. 137 funds tracked by Wall St. Rank hold KIE as of Q1 2026.

Carson Wealth (CWM LLC) held 1,000 shares of State Street SPDR S&P Insurance ETF worth $55K as of Q1 2026.
Carson Wealth (CWM LLC) sold 86 State Street SPDR S&P Insurance ETF shares in Q1 2026, an estimated $4.94K.
State Street SPDR S&P Insurance ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3745 holding.
Carson Wealth (CWM LLC) first reported a position in State Street SPDR S&P Insurance ETF in Q3 2017 and has held it in 18 quarters since.
Carson Wealth (CWM LLC)'s State Street SPDR S&P Insurance ETF position peaked at $65K in Q4 2025.
137 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.