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

Merit 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	–	Sell	-3,622	Closed	-$218K	–	2165
2025 Q4	$218K	Sell	3,622 -4,994	-58%	-$294K	﹤0.01%	1772
2025 Q3	$511K	Sell	8,616 -5,532	-39%	-$321K	﹤0.01%	1177
2025 Q2	$845K	Sell	14,148 -5,472	-28%	-$318K	0.01%	865
2025 Q1	$1.19M	Buy	19,620 +2,708	+16%	+$157K	0.02%	596
2024 Q4	$956K	Buy	+16,912	New	+$984K	0.02%	526
2024 Q1	–	Sell	-5,181	Closed	-$234K	–	900
2023 Q4	$234K	Sell	5,181 -4,886	-49%	-$215K	0.01%	681
2023 Q3	$428K	Sell	10,067 -23,943	-70%	-$1.01M	0.01%	487
2023 Q2	$1.39M	Sell	34,010 -45,791	-57%	-$1.82M	0.05%	278
2023 Q1	$3.14M	Sell	79,801 -17,767	-18%	-$740K	0.11%	135
2022 Q4	$4M	Buy	97,568 +8,148	+9%	+$329K	0.14%	106
2022 Q3	$3.23M	Buy	+89,420	New	+$3.41M	0.14%	104

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

Merit Financial Group sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2026, closing a stake of 3,622 shares — an estimated $218K sold.

Merit Financial Group first reported a position in KIE in Q3 2022 and held it in 11 quarters. The position peaked at $4M in Q4 2022. 137 funds tracked by Wall St. Rank hold KIE as of Q1 2026.

Merit Financial Group reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2026 after selling out during the quarter.
Merit Financial Group sold 3,622 State Street SPDR S&P Insurance ETF shares in Q1 2026, an estimated $218K.
Merit Financial Group first reported a position in State Street SPDR S&P Insurance ETF in Q3 2022 and held it in 11 quarters.
Merit Financial Group's State Street SPDR S&P Insurance ETF position peaked at $4M in Q4 2022.
137 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2026.

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