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 Q2	–	Sell	-100	Closed	-$5.5K	–	504
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 $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

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina)'s KIE Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2026, closing a stake of 100 shares — an estimated $5.5K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in KIE in Q4 2024 and held it in 4 quarters. The position peaked at $6.05K in Q1 2025. 145 funds tracked by Wall St. Rank hold KIE as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 100 State Street SPDR S&P Insurance ETF shares in Q2 2026, an estimated $5.5K.
Guardian Wealth Advisors (North Carolina) first reported a position in State Street SPDR S&P Insurance ETF in Q4 2024 and held it in 4 quarters.
Guardian Wealth Advisors (North Carolina)'s State Street SPDR S&P Insurance ETF position peaked at $6.05K in Q1 2025.
145 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.