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 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	$207	Buy	+4,163	New	+$209K	0.01%	423

Other funds holding KIE

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

TSWM

Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

VIS

Vertex Investment Solutions Chiyoda-Ku $148M AUM

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

First Heartland Consultants's KIE Position: Q2 2026 in Review

First Heartland Consultants reduced its State Street SPDR S&P Insurance ETF (KIE) stake by 5.2% in Q2 2026, selling an estimated $18.2K and leaving 5,735 shares worth $350K. The position accounts for 0.02% of the portfolio, ranked #418.

First Heartland Consultants first reported a position in KIE in Q2 2024 and has held it in 9 quarters since. The position peaked at $397K in Q3 2025. 31 funds tracked by Wall St. Rank hold KIE as of Q2 2026.

First Heartland Consultants held 5,735 shares of State Street SPDR S&P Insurance ETF worth $350K as of Q2 2026.
First Heartland Consultants sold 317 State Street SPDR S&P Insurance ETF shares in Q2 2026, an estimated $18.2K.
State Street SPDR S&P Insurance ETF made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #418 holding.
First Heartland Consultants first reported a position in State Street SPDR S&P Insurance ETF in Q2 2024 and has held it in 9 quarters since.
First Heartland Consultants's State Street SPDR S&P Insurance ETF position peaked at $397K in Q3 2025.
31 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.