Global Retirement Partners’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Global Retirement Partners’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	$811K	Buy	+13,305	New	+$762K	0.01%	826
2025 Q4	$1.07M	Sell	17,863 -599	-3%	-$35.3K	0.02%	639
2025 Q3	$1.1M	Sell	18,462 -23	-0.1%	-$1.34K	0.02%	519
2025 Q2	$1.1M	Buy	+18,485	New	+$1.07M	0.03%	485
2024 Q4	$1.05M	Sell	18,536 -45	-0.2%	-$2.62K	0.03%	441
2024 Q3	$1.05M	Sell	18,581 -408	-2%	-$21.9K	0.03%	434
2024 Q2	$946K	Sell	18,989 -19	-0.1%	-$952	0.03%	435
2024 Q1	$990K	Buy	19,008 +588	+3%	+$28.5K	0.04%	364
2023 Q4	$848K	Buy	18,420 +4,845	+36%	+$213K	0.04%	374
2023 Q3	$573K	Hold	13,575	–	–	0.03%	405
2023 Q2	$555K	Hold	13,575	–	–	0.03%	423
2023 Q1	$541K	Sell	13,575 -2,725	-17%	-$114K	0.03%	413
2022 Q4	$667K	Sell	16,300 -10	-0.1%	-$403	0.05%	325
2022 Q3	$675K	Buy	16,310 +416	+3%	+$15.9K	0.05%	314
2022 Q2	$602K	Buy	15,894 +835	+6%	+$32.9K	0.05%	333
2022 Q1	$581K	Buy	+15,059	New	+$607K	0.05%	333
2019 Q3	–	Sell	-10	Closed	–	–	1643
2019 Q2	$0	Buy	+10	New	+$329	﹤0.01%	1653

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

Global Retirement Partners's KIE Position: Q2 2026 in Review

Global Retirement Partners opened a new position in State Street SPDR S&P Insurance ETF (KIE) in Q2 2026: 13,305 shares worth $811K. The stake represents 0.01% of the portfolio and ranks #826 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in KIE as recently as Q4 2025.

Global Retirement Partners first reported a position in KIE in Q2 2019 and has held it in 17 quarters since. The position peaked at $1.1M in Q2 2025. 145 funds tracked by Wall St. Rank hold KIE as of Q2 2026.

Global Retirement Partners held 13,305 shares of State Street SPDR S&P Insurance ETF worth $811K as of Q2 2026.
State Street SPDR S&P Insurance ETF was a new Global Retirement Partners position in Q2 2026.
State Street SPDR S&P Insurance ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #826 holding.
Global Retirement Partners first reported a position in State Street SPDR S&P Insurance ETF in Q2 2019 and has held it in 17 quarters since.
Global Retirement Partners's State Street SPDR S&P Insurance ETF position peaked at $1.1M in Q2 2025.
145 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.