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

Curio 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	–	Sell	-35	Closed	-$1.93K	–	636
2026 Q1	$1.93K	Sell	35 -65	-65%	-$3.74K	﹤0.01%	321
2025 Q4	$6.1K	Buy	+100	New	+$5.88K	﹤0.01%	283

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

Curio Wealth's KIE Position: Q2 2026 in Review

Curio Wealth sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2026, closing a stake of 35 shares — an estimated $1.93K sold.

Curio Wealth first reported a position in KIE in Q4 2025 and held it in 2 quarters. The position peaked at $6.1K in Q4 2025. 145 funds tracked by Wall St. Rank hold KIE as of Q2 2026.

Curio Wealth reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 35 State Street SPDR S&P Insurance ETF shares in Q2 2026, an estimated $1.93K.
Curio Wealth first reported a position in State Street SPDR S&P Insurance ETF in Q4 2025 and held it in 2 quarters.
Curio Wealth's State Street SPDR S&P Insurance ETF position peaked at $6.1K in Q4 2025.
145 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.