NewEdge Advisors’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

NewEdge Advisors’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	$62.6K	Hold	1,026	–	–	﹤0.01%	3066
2026 Q1	$56.4K	Hold	1,026	–	–	﹤0.01%	2906
2025 Q4	$61.7K	Sell	1,026 -151	-13%	-$8.89K	﹤0.01%	2904
2025 Q3	$69.8K	Hold	1,177	–	–	﹤0.01%	2722
2025 Q2	$70.3K	Sell	1,177 -3,678	-76%	-$214K	﹤0.01%	2561
2025 Q1	$294K	Sell	4,855 -1,103	-19%	-$64.1K	﹤0.01%	1911
2024 Q4	$337K	Sell	5,958 -3,120	-34%	-$182K	﹤0.01%	1814
2024 Q3	$515K	Buy	9,078 +798	+10%	+$42.9K	﹤0.01%	1458
2024 Q2	$413K	Sell	8,280 -5,216	-39%	-$261K	﹤0.01%	1529
2024 Q1	$703K	Buy	13,496 +12,109	+873%	+$587K	0.01%	1169
2023 Q4	$62.7K	Sell	1,387 -126	-8%	-$5.53K	﹤0.01%	2140
2023 Q3	$64.4K	Hold	1,513	–	–	﹤0.01%	2009
2023 Q2	$61.9K	Sell	1,513 -47	-3%	-$1.87K	﹤0.01%	2021
2023 Q1	$61.4K	Sell	1,560 -35	-2%	-$1.46K	﹤0.01%	1914
2022 Q4	$1.5K	Buy	+1,595	New	+$64.3K	﹤0.01%	2915

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

NewEdge Advisors's KIE Position: Q2 2026 in Review

NewEdge Advisors held its State Street SPDR S&P Insurance ETF (KIE) position steady in Q2 2026 at 1,026 shares worth $62.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3066.

NewEdge Advisors first reported a position in KIE in Q4 2022 and has held it in 15 quarters since. The position peaked at $703K in Q1 2024. 145 funds tracked by Wall St. Rank hold KIE as of Q2 2026.

NewEdge Advisors held 1,026 shares of State Street SPDR S&P Insurance ETF worth $62.6K as of Q2 2026.
NewEdge Advisors 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 NewEdge Advisors's portfolio in Q2 2026, its #3066 holding.
NewEdge Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q4 2022 and has held it in 15 quarters since.
NewEdge Advisors's State Street SPDR S&P Insurance ETF position peaked at $703K in Q1 2024.
145 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.