Fourth Dimension Wealth’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Fourth Dimension Wealth’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	$24.6K	Hold	403	–	–	0.01%	359
2026 Q1	$22.2K	Hold	403	–	–	0.01%	305
2025 Q4	$24.2K	Hold	403	–	–	0.01%	314
2025 Q3	$23.9K	Hold	403	–	–	0.01%	299
2025 Q2	$24.1K	Hold	403	–	–	0.01%	298
2025 Q1	$24.4K	Hold	403	–	–	0.01%	296
2024 Q4	$22.8K	Buy	+403	New	+$23.4K	0.01%	305

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

Fourth Dimension Wealth's KIE Position: Q2 2026 in Review

Fourth Dimension Wealth held its State Street SPDR S&P Insurance ETF (KIE) position steady in Q2 2026 at 403 shares worth $24.6K. The position accounts for 0.01% of the portfolio, ranked #359.

Fourth Dimension Wealth first reported a position in KIE in Q4 2024 and has held it in 7 quarters since. 145 funds tracked by Wall St. Rank hold KIE as of Q2 2026.

Fourth Dimension Wealth held 403 shares of State Street SPDR S&P Insurance ETF worth $24.6K as of Q2 2026.
Fourth Dimension Wealth left its State Street SPDR S&P Insurance ETF share count unchanged in Q2 2026.
State Street SPDR S&P Insurance ETF made up 0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #359 holding.
Fourth Dimension Wealth first reported a position in State Street SPDR S&P Insurance ETF in Q4 2024 and has held it in 7 quarters since.
145 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.