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

Jericho Financial’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	$215K	Buy	+3,524	New	+$202K	0.11%	40
2025 Q4	–	Sell	-3,718	Closed	-$221K	–	41
2025 Q3	$221K	Buy	3,718 +62	+2%	+$3.6K	0.13%	40
2025 Q2	$218K	Buy	3,656 +28	+0.8%	+$1.63K	0.14%	41
2025 Q1	$220K	Buy	+3,628	New	+$211K	0.16%	39

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

Jericho Financial's KIE Position: Q2 2026 in Review

Jericho Financial opened a new position in State Street SPDR S&P Insurance ETF (KIE) in Q2 2026: 3,524 shares worth $215K. The stake represents 0.11% of the portfolio and ranks #40 among its holdings. This is a return to the name: Jericho Financial previously reported a position in KIE as recently as Q3 2025.

Jericho Financial first reported a position in KIE in Q1 2025 and has held it in 4 quarters since. The position peaked at $221K in Q3 2025. 144 funds tracked by Wall St. Rank hold KIE as of Q2 2026.

Jericho Financial held 3,524 shares of State Street SPDR S&P Insurance ETF worth $215K as of Q2 2026.
State Street SPDR S&P Insurance ETF was a new Jericho Financial position in Q2 2026.
State Street SPDR S&P Insurance ETF made up 0.11% of Jericho Financial's portfolio in Q2 2026, its #40 holding.
Jericho Financial first reported a position in State Street SPDR S&P Insurance ETF in Q1 2025 and has held it in 4 quarters since.
Jericho Financial's State Street SPDR S&P Insurance ETF position peaked at $221K in Q3 2025.
144 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2026.

Based on Jericho Financial's 13F filing for Q2 2026, filed 13 Aug 2026.