Independent Financial Group’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Independent Financial Group’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	-4,667	Closed	-$281K	–	1491
2025 Q4	$281K	Sell	4,667 -867	-16%	-$51K	0.01%	1183
2025 Q3	$328K	Sell	5,534 -428	-7%	-$24.9K	0.01%	1048
2025 Q2	$356K	Sell	5,962 -113	-2%	-$6.57K	0.01%	941
2025 Q1	$368K	Buy	6,075 +1,706	+39%	+$99.2K	0.01%	846
2024 Q4	$247K	Sell	4,369 -1,747	-29%	-$102K	0.01%	978
2024 Q3	$347K	Buy	+6,116	New	+$329K	0.01%	814

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

Independent Financial Group's KIE Position: Q1 2026 in Review

Independent Financial Group sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2026, closing a stake of 4,667 shares — an estimated $281K sold.

Independent Financial Group first reported a position in KIE in Q3 2024 and held it in 6 quarters. The position peaked at $368K in Q1 2025. 137 funds tracked by Wall St. Rank hold KIE as of Q1 2026.

Independent Financial Group reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2026 after selling out during the quarter.
Independent Financial Group sold 4,667 State Street SPDR S&P Insurance ETF shares in Q1 2026, an estimated $281K.
Independent Financial Group first reported a position in State Street SPDR S&P Insurance ETF in Q3 2024 and held it in 6 quarters.
Independent Financial Group's State Street SPDR S&P Insurance ETF position peaked at $368K in Q1 2025.
137 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2026.

Based on Independent Financial Group's 13F filing for Q1 2026, filed 5 May 2026.