Farther Finance Advisors’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Farther Finance 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 Q3	$30.4K	Sell	520 -20	-4%	-$1.26K	﹤0.01%	3822
2026 Q2	$32.9K	Sell	540 -43	-7%	-$2.46K	﹤0.01%	3588
2026 Q1	$31.9K	Buy	583 +172	+42%	+$9.88K	﹤0.01%	3321
2025 Q4	$24.7K	Buy	411 +360	+706%	+$21.2K	﹤0.01%	3296
2025 Q3	$3.04K	Buy	51 +4	+9%	+$232	﹤0.01%	3968
2025 Q2	$2.81K	Sell	47 -59	-56%	-$3.43K	﹤0.01%	3577
2025 Q1	$6.43K	Buy	106 +3	+3%	+$174	﹤0.01%	2940
2024 Q4	$5.82K	Sell	103 -2,622	-96%	-$153K	﹤0.01%	2604
2024 Q3	$155K	Sell	2,725 -5,079	-65%	-$273K	0.01%	1107
2024 Q2	$389K	Buy	+7,804	New	+$391K	0.02%	577

Other funds holding KIE

TSWM

Triangle Securities Wealth Management Raleigh, North Carolina $522M AUM 18.15% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

KFS

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

WAS

Westco Advisory Services Lynbrook, New York $166M AUM 27.48% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Farther Finance Advisors's KIE Position: Q3 2026 in Review

Farther Finance Advisors reduced its State Street SPDR S&P Insurance ETF (KIE) stake by 3.7% in Q3 2026, selling an estimated $1.26K and leaving 520 shares worth $30.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3822.

Farther Finance Advisors first reported a position in KIE in Q2 2024 and has held it in 10 quarters since. The position peaked at $389K in Q2 2024. 15 funds tracked by Wall St. Rank hold KIE as of Q3 2026.

Farther Finance Advisors held 520 shares of State Street SPDR S&P Insurance ETF worth $30.4K as of Q3 2026.
Farther Finance Advisors sold 20 State Street SPDR S&P Insurance ETF shares in Q3 2026, an estimated $1.26K.
State Street SPDR S&P Insurance ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3822 holding.
Farther Finance Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q2 2024 and has held it in 10 quarters since.
Farther Finance Advisors's State Street SPDR S&P Insurance ETF position peaked at $389K in Q2 2024.
15 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.