Guardian Wealth Advisors (North Carolina)’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$5.5K	Buy	+100	New	+$5.75K	﹤0.01%	563
2025 Q3	–	Sell	-100	Closed	-$5.97K	–	467
2025 Q2	$5.97K	Hold	100	–	–	﹤0.01%	503
2025 Q1	$6.05K	Hold	100	–	–	﹤0.01%	480
2024 Q4	$5.65K	Buy	+100	New	+$5.82K	﹤0.01%	461

Other funds holding KIE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s KIE Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in State Street SPDR S&P Insurance ETF (KIE) in Q1 2026: 100 shares worth $5.5K. The stake represents ﹤0.01% of the portfolio and ranks #563 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in KIE as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in KIE in Q4 2024 and has held it in 4 quarters since. The position peaked at $6.05K in Q1 2025. 137 funds tracked by Wall St. Rank hold KIE as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 100 shares of State Street SPDR S&P Insurance ETF worth $5.5K as of Q1 2026.
State Street SPDR S&P Insurance ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
State Street SPDR S&P Insurance ETF made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #563 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in State Street SPDR S&P Insurance ETF in Q4 2024 and has held it in 4 quarters since.
Guardian Wealth Advisors (North Carolina)'s State Street SPDR S&P Insurance ETF position peaked at $6.05K in Q1 2025.
137 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.