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

Kestra Private Wealth 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	–	Sell	-11,126	Closed	-$612K	–	1873
2026 Q1	$612K	Buy	11,126 +125	+1%	+$7.18K	0.01%	1099
2025 Q4	$662K	Buy	11,001 +644	+6%	+$37.9K	0.01%	1014
2025 Q3	$614K	Buy	10,357 +105	+1%	+$6.1K	0.01%	1001
2025 Q2	$612K	Sell	10,252 -120	-1%	-$6.97K	0.01%	944
2025 Q1	$628K	Buy	10,372 +109	+1%	+$6.34K	0.01%	859
2024 Q4	$580K	Buy	+10,263	New	+$597K	0.01%	863

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 Private Wealth Services's KIE Position: Q2 2026 in Review

Kestra Private Wealth Services sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2026, closing a stake of 11,126 shares — an estimated $612K sold.

Kestra Private Wealth Services first reported a position in KIE in Q4 2024 and held it in 6 quarters. The position peaked at $662K in Q4 2025. 145 funds tracked by Wall St. Rank hold KIE as of Q2 2026.

Kestra Private Wealth Services reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2026 after selling out during the quarter.
Kestra Private Wealth Services sold 11,126 State Street SPDR S&P Insurance ETF shares in Q2 2026, an estimated $612K.
Kestra Private Wealth Services first reported a position in State Street SPDR S&P Insurance ETF in Q4 2024 and held it in 6 quarters.
Kestra Private Wealth Services's State Street SPDR S&P Insurance ETF position peaked at $662K in Q4 2025.
145 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2026.

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