First Heartland Consultants’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

First Heartland Consultants’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	$336K	Buy	5,737 +2	+0%	+$126	0.02%	444
2026 Q2	$350K	Sell	5,735 -317	-5%	-$18.2K	0.02%	418
2026 Q1	$333K	Sell	6,052 -342	-5%	-$19.7K	0.03%	378
2025 Q4	$385K	Sell	6,394 -300	-4%	-$17.7K	0.03%	345
2025 Q3	$397K	Buy	6,694 +89	+1%	+$5.17K	0.03%	337
2025 Q2	$395K	Buy	6,605 +570	+9%	+$33.1K	0.04%	321
2025 Q1	$365K	Buy	6,035 +525	+10%	+$30.5K	0.04%	301
2024 Q4	$311K	Buy	5,510 +1,227	+29%	+$71.4K	0.03%	334
2024 Q3	$243K	Buy	4,283 +120	+3%	+$6.45K	0.03%	384
2024 Q2	$207K	Buy	+4,163	New	+$209K	0.01%	423

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

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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

First Heartland Consultants's KIE Position: Q3 2026 in Review

First Heartland Consultants increased its State Street SPDR S&P Insurance ETF (KIE) stake by 0.03% in Q3 2026, buying an estimated $126 and bringing the position to 5,737 shares worth $336K. The position accounts for 0.02% of the portfolio, ranked #444.

First Heartland Consultants first reported a position in KIE in Q2 2024 and has held it in 10 quarters since. The position peaked at $397K in Q3 2025. 15 funds tracked by Wall St. Rank hold KIE as of Q3 2026.

First Heartland Consultants held 5,737 shares of State Street SPDR S&P Insurance ETF worth $336K as of Q3 2026.
First Heartland Consultants bought 2 State Street SPDR S&P Insurance ETF shares in Q3 2026, an estimated $126.
State Street SPDR S&P Insurance ETF made up 0.02% of First Heartland Consultants's portfolio in Q3 2026, its #444 holding.
First Heartland Consultants first reported a position in State Street SPDR S&P Insurance ETF in Q2 2024 and has held it in 10 quarters since.
First Heartland Consultants's State Street SPDR S&P Insurance ETF position peaked at $397K in Q3 2025.
15 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.