Kingswood Wealth Advisors’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Kingswood Wealth Advisors’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	$201K	Sell	3,300 -10,717	-76%	-$614K	0.01%	947
2026 Q1	$771K	Buy	14,017 +10,565	+306%	+$607K	0.04%	434
2025 Q4	$208K	Buy	+3,452	New	+$203K	0.01%	815

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

Kingswood Wealth Advisors's KIE Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its State Street SPDR S&P Insurance ETF (KIE) stake by 76% in Q2 2026, selling an estimated $614K and leaving 3,300 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #947.

Kingswood Wealth Advisors first reported a position in KIE in Q4 2025 and has held it in 3 quarters since. The position peaked at $771K in Q1 2026. 145 funds tracked by Wall St. Rank hold KIE as of Q2 2026.

Kingswood Wealth Advisors held 3,300 shares of State Street SPDR S&P Insurance ETF worth $201K as of Q2 2026.
Kingswood Wealth Advisors sold 10,717 State Street SPDR S&P Insurance ETF shares in Q2 2026, an estimated $614K.
State Street SPDR S&P Insurance ETF made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #947 holding.
Kingswood Wealth Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q4 2025 and has held it in 3 quarters since.
Kingswood Wealth Advisors's State Street SPDR S&P Insurance ETF position peaked at $771K in Q1 2026.
145 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.