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

Harbor Investment 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 Q3	$2.52K	Hold	43	–	–	﹤0.01%	1266
2026 Q2	$2.62K	Hold	43	–	–	﹤0.01%	1180
2026 Q1	$2.37K	Hold	43	–	–	﹤0.01%	1099
2025 Q4	$2.59K	Buy	+43	New	+$2.53K	﹤0.01%	1121
2024 Q2	–	Sell	-279	Closed	-$14.5K	–	1378
2024 Q1	$14.5K	Hold	279	–	–	﹤0.01%	796
2023 Q4	$12.6K	Hold	279	–	–	﹤0.01%	799
2023 Q3	$11.9K	Hold	279	–	–	﹤0.01%	788
2023 Q2	$11.4K	Hold	279	–	–	﹤0.01%	1005
2023 Q1	$11K	Hold	279	–	–	﹤0.01%	1018
2022 Q4	$11.4K	Hold	279	–	–	﹤0.01%	997
2022 Q3	$10K	Hold	279	–	–	﹤0.01%	1039
2022 Q2	$11K	Hold	279	–	–	﹤0.01%	1016
2022 Q1	$12K	Hold	279	–	–	﹤0.01%	1032
2021 Q4	$11K	Hold	279	–	–	﹤0.01%	1038
2021 Q3	$11K	Hold	279	–	–	﹤0.01%	1041
2021 Q2	$11K	Hold	279	–	–	﹤0.01%	996
2021 Q1	$10K	Hold	279	–	–	﹤0.01%	985
2020 Q4	$9K	Buy	+279	New	+$8.81K	﹤0.01%	940

Other funds holding KIE

TSWM

Triangle Securities Wealth Management Raleigh, North Carolina $522M AUM 18.15% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

KFS

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

WAS

Westco Advisory Services Lynbrook, New York $166M AUM 27.48% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Harbor Investment Advisory's KIE Position: Q3 2026 in Review

Harbor Investment Advisory held its State Street SPDR S&P Insurance ETF (KIE) position steady in Q3 2026 at 43 shares worth $2.52K. The position accounts for ﹤0.01% of the portfolio, ranked #1266.

Harbor Investment Advisory first reported a position in KIE in Q4 2020 and has held it in 18 quarters since. The position peaked at $14.5K in Q1 2024. 15 funds tracked by Wall St. Rank hold KIE as of Q3 2026.

Harbor Investment Advisory held 43 shares of State Street SPDR S&P Insurance ETF worth $2.52K as of Q3 2026.
Harbor Investment Advisory left its State Street SPDR S&P Insurance ETF share count unchanged in Q3 2026.
State Street SPDR S&P Insurance ETF made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q3 2026, its #1266 holding.
Harbor Investment Advisory first reported a position in State Street SPDR S&P Insurance ETF in Q4 2020 and has held it in 18 quarters since.
Harbor Investment Advisory's State Street SPDR S&P Insurance ETF position peaked at $14.5K in Q1 2024.
15 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.