Larson Financial Group’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Larson Financial Group’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	$328	Hold	5	–	–	﹤0.01%	3558
2026 Q1	$296	Hold	5	–	–	﹤0.01%	3405
2025 Q4	$324	Hold	5	–	–	﹤0.01%	3201
2025 Q3	$319	Sell	5 -376	-99%	-$21.8K	﹤0.01%	3188
2025 Q2	$22.8K	Buy	381 +376	+7,520%	+$21.8K	﹤0.01%	1429
2025 Q1	$303	Hold	5	–	–	﹤0.01%	2694
2024 Q4	$283	Hold	5	–	–	﹤0.01%	2353
2024 Q3	$284	Hold	5	–	–	﹤0.01%	2271
2024 Q2	$249	Sell	5 -94	-95%	-$4.71K	﹤0.01%	2009
2024 Q1	$5.16K	Sell	99 -10	-9%	-$485	﹤0.01%	1196
2023 Q4	$4.93K	Sell	109 -5	-4%	-$220	﹤0.01%	1187
2023 Q3	$4.85K	Hold	114	–	–	﹤0.01%	1185
2023 Q2	$4.66K	Sell	114 -8	-7%	-$319	﹤0.01%	1119
2023 Q1	$4.8K	Sell	122 -8	-6%	-$333	﹤0.01%	1099
2022 Q4	$5.32K	Hold	130	–	–	﹤0.01%	1010
2022 Q3	$5K	Buy	+130	New	+$4.96K	﹤0.01%	961

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

Larson Financial Group's KIE Position: Q2 2026 in Review

Larson Financial Group held its State Street SPDR S&P Insurance ETF (KIE) position steady in Q2 2026 at 5 shares worth $328. The position accounts for ﹤0.01% of the portfolio, ranked #3558.

Larson Financial Group first reported a position in KIE in Q3 2022 and has held it in 16 quarters since. The position peaked at $22.8K in Q2 2025. 144 funds tracked by Wall St. Rank hold KIE as of Q2 2026.

Larson Financial Group held 5 shares of State Street SPDR S&P Insurance ETF worth $328 as of Q2 2026.
Larson Financial Group left its State Street SPDR S&P Insurance ETF share count unchanged in Q2 2026.
State Street SPDR S&P Insurance ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3558 holding.
Larson Financial Group first reported a position in State Street SPDR S&P Insurance ETF in Q3 2022 and has held it in 16 quarters since.
Larson Financial Group's State Street SPDR S&P Insurance ETF position peaked at $22.8K in Q2 2025.
144 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.