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Garton & Associates Financial Advisors’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-195
Closed -$11.7K – 424
2025
Q4 		$11.7K Buy
+195
New +$11.5K 0.01% 790

Other funds holding KIE

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Garton & Associates Financial Advisors's KIE Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2026, closing a stake of 195 shares — an estimated $11.7K sold.

Garton & Associates Financial Advisors first reported a position in KIE in Q4 2025 and held it in 1 quarter. The position peaked at $11.7K in Q4 2025. 137 funds tracked by Wall St. Rank hold KIE as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 195 State Street SPDR S&P Insurance ETF shares in Q1 2026, an estimated $11.7K.
  • Garton & Associates Financial Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's State Street SPDR S&P Insurance ETF position peaked at $11.7K in Q4 2025.
  • 137 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.