GoalVest Advisory’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

GoalVest Advisory’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	-261	Closed	-$15.7K	–	503
2025 Q4	$15.7K	Sell	261 -263	-50%	-$15.5K	﹤0.01%	380
2025 Q3	$31.1K	Hold	524	–	–	0.01%	262
2025 Q2	$31.3K	Hold	524	–	–	0.01%	243
2025 Q1	$31.7K	Hold	524	–	–	0.01%	210
2024 Q4	$29.6K	Buy	+524	New	+$30.5K	0.01%	219

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

GoalVest Advisory's KIE Position: Q1 2026 in Review

GoalVest Advisory sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2026, closing a stake of 261 shares — an estimated $15.7K sold.

GoalVest Advisory first reported a position in KIE in Q4 2024 and held it in 5 quarters. The position peaked at $31.7K in Q1 2025. 137 funds tracked by Wall St. Rank hold KIE as of Q1 2026.

GoalVest Advisory reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2026 after selling out during the quarter.
GoalVest Advisory sold 261 State Street SPDR S&P Insurance ETF shares in Q1 2026, an estimated $15.7K.
GoalVest Advisory first reported a position in State Street SPDR S&P Insurance ETF in Q4 2024 and held it in 5 quarters.
GoalVest Advisory's State Street SPDR S&P Insurance ETF position peaked at $31.7K in Q1 2025.
137 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2026.

Based on GoalVest Advisory's 13F filing for Q1 2026, filed 13 Apr 2026.