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 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 $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Larson Financial Group's KIE Position: Q1 2026 in Review

Larson Financial Group held its State Street SPDR S&P Insurance ETF (KIE) position steady in Q1 2026 at 5 shares worth $296. The position accounts for ﹤0.01% of the portfolio, ranked #3405.

Larson Financial Group first reported a position in KIE in Q3 2022 and has held it in 15 quarters since. The position peaked at $22.8K in Q2 2025. 137 funds tracked by Wall St. Rank hold KIE as of Q1 2026.

Larson Financial Group held 5 shares of State Street SPDR S&P Insurance ETF worth $296 as of Q1 2026.
Larson Financial Group left its State Street SPDR S&P Insurance ETF share count unchanged in Q1 2026.
State Street SPDR S&P Insurance ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #3405 holding.
Larson Financial Group first reported a position in State Street SPDR S&P Insurance ETF in Q3 2022 and has held it in 15 quarters since.
Larson Financial Group's State Street SPDR S&P Insurance ETF position peaked at $22.8K in Q2 2025.
137 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.