Matthew Hamilton Rosenberg’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Matthew Hamilton Rosenberg’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	$9.94K	Hold	163	–	–	﹤0.01%	632
2026 Q1	$8.96K	Sell	163 -4	-2%	-$230	﹤0.01%	632
2025 Q4	$10K	Hold	167	–	–	﹤0.01%	629
2025 Q3	$9.91K	Hold	167	–	–	﹤0.01%	634
2025 Q2	$9.98K	Hold	167	–	–	﹤0.01%	656
2025 Q1	$10.1K	Buy	+167	New	+$9.71K	﹤0.01%	629
2024 Q1	–	Sell	-14	Closed	-$633	–	896
2023 Q4	$633	Hold	14	–	–	﹤0.01%	811
2023 Q3	$596	Hold	14	–	–	﹤0.01%	812
2023 Q2	$572	Buy	+14	New	+$558	﹤0.01%	829

Other funds holding KIE

TSWM

Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

VIS

Vertex Investment Solutions Chiyoda-Ku $148M AUM

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Matthew Hamilton Rosenberg's KIE Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its State Street SPDR S&P Insurance ETF (KIE) position steady in Q2 2026 at 163 shares worth $9.94K. The position accounts for ﹤0.01% of the portfolio, ranked #632.

Matthew Hamilton Rosenberg first reported a position in KIE in Q2 2023 and has held it in 9 quarters since. The position peaked at $10.1K in Q1 2025. 22 funds tracked by Wall St. Rank hold KIE as of Q2 2026.

Matthew Hamilton Rosenberg held 163 shares of State Street SPDR S&P Insurance ETF worth $9.94K as of Q2 2026.
Matthew Hamilton Rosenberg 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 Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #632 holding.
Matthew Hamilton Rosenberg first reported a position in State Street SPDR S&P Insurance ETF in Q2 2023 and has held it in 9 quarters since.
Matthew Hamilton Rosenberg's State Street SPDR S&P Insurance ETF position peaked at $10.1K in Q1 2025.
22 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.