Kestra Advisory Services’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Kestra Advisory Services’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	$1.07M	Sell	17,473 -251	-1%	-$14.4K	﹤0.01%	1782
2026 Q1	$975K	Buy	17,724 +142	+0.8%	+$8.16K	﹤0.01%	1754
2025 Q4	$1.06M	Buy	17,582 +152	+0.9%	+$8.95K	﹤0.01%	1615
2025 Q3	$1.03M	Sell	17,430 -1,519	-8%	-$88.3K	﹤0.01%	1567
2025 Q2	$1.13M	Buy	18,949 +2,371	+14%	+$138K	0.01%	1396
2025 Q1	$1M	Sell	16,578 -513	-3%	-$29.8K	﹤0.01%	1393
2024 Q4	$966K	Buy	17,091 +7	+0%	+$407	0.01%	1441
2024 Q3	$970K	Buy	17,084 +2,495	+17%	+$134K	0.01%	1342
2024 Q2	$727K	Buy	14,589 +8,555	+142%	+$428K	﹤0.01%	1519
2024 Q1	$314K	Buy	6,034 +613	+11%	+$29.7K	﹤0.01%	1969
2023 Q4	$245K	Sell	5,421 -963	-15%	-$42.3K	﹤0.01%	1981
2023 Q3	$272K	Buy	6,384 +806	+14%	+$34.2K	﹤0.01%	1730
2023 Q2	$228K	Buy	5,578 +204	+4%	+$8.13K	﹤0.01%	1826
2023 Q1	$212K	Buy	5,374 +7	+0.1%	+$292	﹤0.01%	1803
2022 Q4	$220K	Buy	+5,367	New	+$216K	﹤0.01%	1962
2022 Q3	–	Sell	-15,413	Closed	-$583K	–	2179
2022 Q2	$583K	Buy	15,413 +10,265	+199%	+$405K	0.01%	1241
2022 Q1	$216K	Buy	+5,148	New	+$207K	﹤0.01%	1802

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

Kestra Advisory Services's KIE Position: Q2 2026 in Review

Kestra Advisory Services reduced its State Street SPDR S&P Insurance ETF (KIE) stake by 1.4% in Q2 2026, selling an estimated $14.4K and leaving 17,473 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #1782.

Kestra Advisory Services first reported a position in KIE in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.13M in Q2 2025. 144 funds tracked by Wall St. Rank hold KIE as of Q2 2026.

Kestra Advisory Services held 17,473 shares of State Street SPDR S&P Insurance ETF worth $1.07M as of Q2 2026.
Kestra Advisory Services sold 251 State Street SPDR S&P Insurance ETF shares in Q2 2026, an estimated $14.4K.
State Street SPDR S&P Insurance ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1782 holding.
Kestra Advisory Services first reported a position in State Street SPDR S&P Insurance ETF in Q1 2022 and has held it in 17 quarters since.
Kestra Advisory Services's State Street SPDR S&P Insurance ETF position peaked at $1.13M in Q2 2025.
144 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.