L.J. Altfest & Co’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

L.J. Altfest & Co’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	-33,173	Closed	-$1.82M	–	328
2026 Q1	$1.82M	Buy	+33,173	New	+$1.91M	0.2%	90
2025 Q1	–	Sell	-34,751	Closed	-$1.96M	–	347
2024 Q4	$1.96M	Buy	+34,751	New	+$2.02M	0.25%	73
2023 Q2	–	Sell	-58,445	Closed	-$2.3M	–	301
2023 Q1	$2.3M	Buy	+58,445	New	+$2.43M	0.36%	44

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

L.J. Altfest & Co's KIE Position: Q2 2026 in Review

L.J. Altfest & Co sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2026, closing a stake of 33,173 shares — an estimated $1.82M sold.

L.J. Altfest & Co first reported a position in KIE in Q1 2023 and held it in 3 quarters. The position peaked at $2.3M in Q1 2023. 145 funds tracked by Wall St. Rank hold KIE as of Q2 2026.

L.J. Altfest & Co reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2026 after selling out during the quarter.
L.J. Altfest & Co sold 33,173 State Street SPDR S&P Insurance ETF shares in Q2 2026, an estimated $1.82M.
L.J. Altfest & Co first reported a position in State Street SPDR S&P Insurance ETF in Q1 2023 and held it in 3 quarters.
L.J. Altfest & Co's State Street SPDR S&P Insurance ETF position peaked at $2.3M in Q1 2023.
145 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.