HB Wealth Management’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

HB Wealth Management’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	$351K	Hold	5,760	–	–	﹤0.01%	1284
2026 Q1	$317K	Hold	5,760	–	–	﹤0.01%	1211
2025 Q4	$346K	Hold	5,760	–	–	﹤0.01%	1066
2025 Q3	$342K	Buy	5,760 +347	+6%	+$20.2K	﹤0.01%	1013
2025 Q2	$323K	Sell	5,413 -347	-6%	-$20.2K	﹤0.01%	910
2025 Q1	$349K	Hold	5,760	–	–	﹤0.01%	906
2024 Q4	$326K	Hold	5,760	–	–	﹤0.01%	777
2024 Q3	$327K	Hold	5,760	–	–	﹤0.01%	729
2024 Q2	$287K	Hold	5,760	–	–	﹤0.01%	728
2024 Q1	$300K	Hold	5,760	–	–	﹤0.01%	658
2023 Q4	$260K	Hold	5,760	–	–	﹤0.01%	661
2023 Q3	$245K	Sell	5,760 -24	-0.4%	-$1.02K	﹤0.01%	634
2023 Q2	$236K	Buy	5,784 +1	+0%	+$40	﹤0.01%	621
2023 Q1	$228K	Buy	5,783 +1	+0%	+$42	﹤0.01%	634
2022 Q4	$237K	Buy	+5,782	New	+$233K	﹤0.01%	593
2022 Q3	–	Sell	-5,438	Closed	-$206K	–	596
2022 Q2	$206K	Hold	5,438	–	–	﹤0.01%	546
2022 Q1	$229K	Sell	5,438 -3,484	-39%	-$140K	﹤0.01%	534
2021 Q4	$360K	Buy	+8,922	New	+$357K	0.01%	357

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

HB Wealth Management's KIE Position: Q2 2026 in Review

HB Wealth Management held its State Street SPDR S&P Insurance ETF (KIE) position steady in Q2 2026 at 5,760 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #1284.

HB Wealth Management first reported a position in KIE in Q4 2021 and has held it in 18 quarters since. The position peaked at $360K in Q4 2021. 145 funds tracked by Wall St. Rank hold KIE as of Q2 2026.

HB Wealth Management held 5,760 shares of State Street SPDR S&P Insurance ETF worth $351K as of Q2 2026.
HB Wealth Management left its State Street SPDR S&P Insurance ETF share count unchanged in Q2 2026.
State Street SPDR S&P Insurance ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1284 holding.
HB Wealth Management first reported a position in State Street SPDR S&P Insurance ETF in Q4 2021 and has held it in 18 quarters since.
HB Wealth Management's State Street SPDR S&P Insurance ETF position peaked at $360K in Q4 2021.
145 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.