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 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

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

CoreCap Advisors's KIE Position: Q2 2026 in Review

CoreCap Advisors held its State Street SPDR S&P Insurance ETF (KIE) position steady in Q2 2026 at 3,415 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #850.

CoreCap Advisors first reported a position in KIE in Q4 2021 and has held it in 13 quarters since. The position peaked at $219K in Q3 2024. 145 funds tracked by Wall St. Rank hold KIE as of Q2 2026.

CoreCap Advisors held 3,415 shares of State Street SPDR S&P Insurance ETF worth $208K as of Q2 2026.
CoreCap Advisors left its State Street SPDR S&P Insurance ETF share count unchanged in Q2 2026.
State Street SPDR S&P Insurance ETF made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #850 holding.
CoreCap Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q4 2021 and has held it in 13 quarters since.
CoreCap Advisors's State Street SPDR S&P Insurance ETF position peaked at $219K in Q3 2024.
145 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.