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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
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Curio Wealth's KIE Position: Q1 2026 in Review

Curio Wealth reduced its State Street SPDR S&P Insurance ETF (KIE) stake by 65% in Q1 2026, selling an estimated $3.74K and leaving 35 shares worth $1.93K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

Curio Wealth first reported a position in KIE in Q4 2025 and has held it in 2 quarters since. The position peaked at $6.1K in Q4 2025. 137 funds tracked by Wall St. Rank hold KIE as of Q1 2026.

  • Curio Wealth held 35 shares of State Street SPDR S&P Insurance ETF worth $1.93K as of Q1 2026.
  • Curio Wealth sold 65 State Street SPDR S&P Insurance ETF shares in Q1 2026, an estimated $3.74K.
  • State Street SPDR S&P Insurance ETF made up ﹤0.01% of Curio Wealth's portfolio in Q1 2026, its #321 holding.
  • Curio Wealth first reported a position in State Street SPDR S&P Insurance ETF in Q4 2025 and has held it in 2 quarters since.
  • Curio Wealth's State Street SPDR S&P Insurance ETF position peaked at $6.1K in Q4 2025.
  • 137 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2026.

Based on Curio Wealth's 13F filing for Q1 2026, filed 12 May 2026.