DHJJ Financial Advisors’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

DHJJ Financial 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 Q1	$330	Hold	6	–	–	﹤0.01%	935
2025 Q4	$361	Hold	6	–	–	﹤0.01%	888
2025 Q3	$356	Hold	6	–	–	﹤0.01%	860
2025 Q2	$359	Hold	6	–	–	﹤0.01%	838
2025 Q1	$364	Hold	6	–	–	﹤0.01%	784
2024 Q4	$340	Hold	6	–	–	﹤0.01%	761
2024 Q3	$341	Hold	6	–	–	﹤0.01%	742
2024 Q2	$299	Hold	6	–	–	﹤0.01%	708
2024 Q1	$313	Hold	6	–	–	﹤0.01%	688
2023 Q4	$272	Hold	6	–	–	﹤0.01%	690
2023 Q3	$256	Buy	+6	New	+$254	﹤0.01%	688

Other funds holding KIE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

DHJJ Financial Advisors's KIE Position: Q1 2026 in Review

DHJJ Financial Advisors held its State Street SPDR S&P Insurance ETF (KIE) position steady in Q1 2026 at 6 shares worth $330. The position accounts for ﹤0.01% of the portfolio, ranked #935.

DHJJ Financial Advisors first reported a position in KIE in Q3 2023 and has held it in 11 quarters since. The position peaked at $364 in Q1 2025. 137 funds tracked by Wall St. Rank hold KIE as of Q1 2026.

DHJJ Financial Advisors held 6 shares of State Street SPDR S&P Insurance ETF worth $330 as of Q1 2026.
DHJJ Financial Advisors left its State Street SPDR S&P Insurance ETF share count unchanged in Q1 2026.
State Street SPDR S&P Insurance ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #935 holding.
DHJJ Financial Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q3 2023 and has held it in 11 quarters since.
DHJJ Financial Advisors's State Street SPDR S&P Insurance ETF position peaked at $364 in Q1 2025.
137 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.