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

Kaizen Financial Strategies’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	$459K	Hold	7,350	–	–	0.15%	106
2026 Q1	$424K	Buy	7,350 +200	+3%	+$11.5K	0.18%	100
2025 Q4	$430K	Hold	7,150	–	–	0.19%	92
2025 Q3	$411K	Sell	7,150 -1,238	-15%	-$71.9K	0.19%	96
2025 Q2	$501K	Buy	8,388 +188	+2%	+$10.9K	0.25%	72
2025 Q1	$496K	Sell	8,200 -3,330	-29%	-$194K	0.29%	66
2024 Q4	$652K	Sell	11,530 -600	-5%	-$34.9K	0.37%	45
2024 Q3	$688K	Buy	12,130 +30	+0.2%	+$1.61K	0.4%	47
2024 Q2	$657K	Sell	12,100 -1,480	-11%	-$74.1K	0.41%	43
2024 Q1	$707K	Buy	13,580 +800	+6%	+$38.8K	0.48%	39
2023 Q4	$578K	Buy	12,780 +5,950	+87%	+$261K	0.44%	40
2023 Q3	$291K	Hold	6,830	–	–	0.25%	68
2023 Q2	$281K	Hold	6,830	–	–	0.24%	76
2023 Q1	$269K	Sell	6,830 -200	-3%	-$8.33K	0.27%	69
2022 Q4	$301K	Buy	+7,030	New	+$284K	0.3%	72

Other funds holding KIE

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

TSWM

Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VIS

Vertex Investment Solutions Chiyoda-Ku $148M AUM

Kaizen Financial Strategies's KIE Position: Q2 2026 in Review

Kaizen Financial Strategies held its State Street SPDR S&P Insurance ETF (KIE) position steady in Q2 2026 at 7,350 shares worth $459K. The position accounts for 0.15% of the portfolio, ranked #106.

Kaizen Financial Strategies first reported a position in KIE in Q4 2022 and has held it in 15 quarters since. The position peaked at $707K in Q1 2024. 43 funds tracked by Wall St. Rank hold KIE as of Q2 2026.

Kaizen Financial Strategies held 7,350 shares of State Street SPDR S&P Insurance ETF worth $459K as of Q2 2026.
Kaizen Financial Strategies left its State Street SPDR S&P Insurance ETF share count unchanged in Q2 2026.
State Street SPDR S&P Insurance ETF made up 0.15% of Kaizen Financial Strategies's portfolio in Q2 2026, its #106 holding.
Kaizen Financial Strategies first reported a position in State Street SPDR S&P Insurance ETF in Q4 2022 and has held it in 15 quarters since.
Kaizen Financial Strategies's State Street SPDR S&P Insurance ETF position peaked at $707K in Q1 2024.
43 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.