Crews Bank & Trust’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Crews Bank & Trust’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	$92.1K	Sell	1,510 -130	-8%	-$7.45K	0.01%	310
2026 Q1	$90.2K	Buy	1,640 +5	+0.3%	+$287	0.01%	305
2025 Q4	$98.3K	Buy	1,635 +45	+3%	+$2.65K	0.01%	282
2025 Q3	$94.3K	Sell	1,590 -80	-5%	-$4.65K	0.01%	292
2025 Q2	$99.8K	Buy	1,670 +50	+3%	+$2.9K	0.02%	280
2025 Q1	$98.1K	Sell	1,620 -365	-18%	-$21.2K	0.02%	273
2024 Q4	$112K	Buy	+1,985	New	+$115K	0.02%	261

Other funds holding KIE

TSWM

Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

VIS

Vertex Investment Solutions Chiyoda-Ku $148M AUM

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Crews Bank & Trust's KIE Position: Q2 2026 in Review

Crews Bank & Trust reduced its State Street SPDR S&P Insurance ETF (KIE) stake by 7.9% in Q2 2026, selling an estimated $7.45K and leaving 1,510 shares worth $92.1K. The position accounts for 0.01% of the portfolio, ranked #310.

Crews Bank & Trust first reported a position in KIE in Q4 2024 and has held it in 7 quarters since. The position peaked at $112K in Q4 2024. 22 funds tracked by Wall St. Rank hold KIE as of Q2 2026.

Crews Bank & Trust held 1,510 shares of State Street SPDR S&P Insurance ETF worth $92.1K as of Q2 2026.
Crews Bank & Trust sold 130 State Street SPDR S&P Insurance ETF shares in Q2 2026, an estimated $7.45K.
State Street SPDR S&P Insurance ETF made up 0.01% of Crews Bank & Trust's portfolio in Q2 2026, its #310 holding.
Crews Bank & Trust first reported a position in State Street SPDR S&P Insurance ETF in Q4 2024 and has held it in 7 quarters since.
Crews Bank & Trust's State Street SPDR S&P Insurance ETF position peaked at $112K in Q4 2024.
22 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.