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

EP Wealth 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 Q2	$388K	Buy	6,357 +282	+5%	+$16.2K	﹤0.01%	1151
2026 Q1	$334K	Sell	6,075 -441	-7%	-$25.3K	﹤0.01%	1096
2025 Q4	$392K	Buy	+6,516	New	+$383K	﹤0.01%	989
2025 Q2	$443K	Buy	7,416 +47	+0.6%	+$2.73K	﹤0.01%	830
2025 Q1	$446K	Hold	7,369	–	–	﹤0.01%	746
2024 Q4	$416K	Sell	7,369 -9	-0.1%	-$524	﹤0.01%	750
2024 Q3	$419K	Buy	7,378 +449	+6%	+$24.1K	﹤0.01%	745
2024 Q2	$345K	Buy	6,929 +1	+0%	+$50	﹤0.01%	615
2024 Q1	$361K	Hold	6,928	–	–	﹤0.01%	581
2023 Q4	$313K	Buy	+6,928	New	+$304K	﹤0.01%	603

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

EP Wealth Advisors's KIE Position: Q2 2026 in Review

EP Wealth Advisors increased its State Street SPDR S&P Insurance ETF (KIE) stake by 4.6% in Q2 2026, buying an estimated $16.2K and bringing the position to 6,357 shares worth $388K. The position accounts for ﹤0.01% of the portfolio, ranked #1151.

EP Wealth Advisors first reported a position in KIE in Q4 2023 and has held it in 10 quarters since. The position peaked at $446K in Q1 2025. 145 funds tracked by Wall St. Rank hold KIE as of Q2 2026.

EP Wealth Advisors held 6,357 shares of State Street SPDR S&P Insurance ETF worth $388K as of Q2 2026.
EP Wealth Advisors bought 282 State Street SPDR S&P Insurance ETF shares in Q2 2026, an estimated $16.2K.
State Street SPDR S&P Insurance ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1151 holding.
EP Wealth Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q4 2023 and has held it in 10 quarters since.
EP Wealth Advisors's State Street SPDR S&P Insurance ETF position peaked at $446K in Q1 2025.
145 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.