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CoreCap Advisors’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

CoreCap Advisors’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 		$200K Hold
3,415
– – 0.01% 843
2026
Q2 		$208K Hold
3,415
– – 0.01% 850
2026
Q1 		$188K Hold
3,415
– – 0.01% 823
2025
Q4 		$205K Buy
3,415
+309
+10% +$18.2K 0.01% 783
2025
Q3 		$184K Sell
3,106
-63
-2% -$3.66K 0.01% 825
2025
Q2 		$189K Hold
3,169
– – 0.01% 759
2025
Q1 		$192K Buy
3,169
+1,418
+81% +$82.4K 0.01% 688
2024
Q4 		$99K Sell
1,751
-2,100
-55% -$122K ﹤0.01% 928
2024
Q3 		$219K Buy
3,851
+917
+31% +$49.3K 0.01% 654
2024
Q2 		$146K Hold
2,934
– – 0.02% 420
2024
Q1 		$153K Buy
+2,934
New +$142K 0.01% 699
2022
Q4 		$104K Buy
+2,541
New +$102K 0.01% 722
2022
Q3 		– Sell
-2,506
Closed -$95K – 1351
2022
Q2 		$95K Buy
+2,506
New +$98.8K 0.01% 710
2022
Q1 		– Sell
-1,826
Closed -$74K – 1351
2021
Q4 		$74K Buy
+1,826
New +$73.2K ﹤0.01% 866

Other funds holding KIE

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
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 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
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
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

CoreCap Advisors's KIE Position: Q3 2026 in Review

CoreCap Advisors held its State Street SPDR S&P Insurance ETF (KIE) position steady in Q3 2026 at 3,415 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #843.

CoreCap Advisors first reported a position in KIE in Q4 2021 and has held it in 14 quarters since. The position peaked at $219K in Q3 2024. 13 funds tracked by Wall St. Rank hold KIE as of Q3 2026.

  • CoreCap Advisors held 3,415 shares of State Street SPDR S&P Insurance ETF worth $200K as of Q3 2026.
  • CoreCap Advisors left its State Street SPDR S&P Insurance ETF share count unchanged in Q3 2026.
  • State Street SPDR S&P Insurance ETF made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #843 holding.
  • CoreCap Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q4 2021 and has held it in 14 quarters since.
  • CoreCap Advisors's State Street SPDR S&P Insurance ETF position peaked at $219K in Q3 2024.
  • 13 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.