CreativeOne Wealth’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

CreativeOne Wealth’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	$244K	Sell	4,004 -487	-11%	-$27.9K	0.01%	1086
2026 Q1	$247K	Buy	4,491 +61	+1%	+$3.51K	0.01%	1054
2025 Q4	$266K	Buy	4,430 +166	+4%	+$9.77K	0.01%	1003
2025 Q3	$253K	Sell	4,264 -214	-5%	-$12.4K	0.01%	1017
2025 Q2	$267K	Sell	4,478 -618	-12%	-$35.9K	0.01%	964
2025 Q1	$308K	Buy	+5,096	New	+$296K	0.01%	863

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

CreativeOne Wealth's KIE Position: Q2 2026 in Review

CreativeOne Wealth reduced its State Street SPDR S&P Insurance ETF (KIE) stake by 11% in Q2 2026, selling an estimated $27.9K and leaving 4,004 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #1086.

CreativeOne Wealth first reported a position in KIE in Q1 2025 and has held it in 6 quarters since. The position peaked at $308K in Q1 2025. 145 funds tracked by Wall St. Rank hold KIE as of Q2 2026.

CreativeOne Wealth held 4,004 shares of State Street SPDR S&P Insurance ETF worth $244K as of Q2 2026.
CreativeOne Wealth sold 487 State Street SPDR S&P Insurance ETF shares in Q2 2026, an estimated $27.9K.
State Street SPDR S&P Insurance ETF made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #1086 holding.
CreativeOne Wealth first reported a position in State Street SPDR S&P Insurance ETF in Q1 2025 and has held it in 6 quarters since.
CreativeOne Wealth's State Street SPDR S&P Insurance ETF position peaked at $308K in Q1 2025.
145 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.