Integrated Wealth Concepts’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Integrated Wealth Concepts’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	$31.1K	Buy	+510	New	+$29.2K	﹤0.01%	3752

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

Integrated Wealth Concepts's KIE Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in State Street SPDR S&P Insurance ETF (KIE) in Q2 2026: 510 shares worth $31.1K. The stake represents ﹤0.01% of the portfolio and ranks #3752 among its holdings.

145 funds tracked by Wall St. Rank hold KIE as of Q2 2026.

Integrated Wealth Concepts held 510 shares of State Street SPDR S&P Insurance ETF worth $31.1K as of Q2 2026.
State Street SPDR S&P Insurance ETF was a new Integrated Wealth Concepts position in Q2 2026.
State Street SPDR S&P Insurance ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3752 holding.
145 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.