Nova Wealth Management’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Nova Wealth Management’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	$54.2K	Sell	888 -1,111	-56%	-$63.6K	0.03%	218
2026 Q1	$110K	Sell	1,999 -388	-16%	-$22.3K	0.07%	163
2025 Q4	$144K	Sell	2,387 -173	-7%	-$10.2K	0.1%	154
2025 Q3	$152K	Sell	2,560 -426	-14%	-$24.8K	0.11%	146
2025 Q2	$178K	Buy	2,986 +1,332	+81%	+$77.4K	0.13%	138
2025 Q1	$100K	Sell	1,654 -1,556	-48%	-$90.5K	0.09%	149
2024 Q4	$181K	Buy	+3,210	New	+$187K	0.16%	111

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

Nova Wealth Management's KIE Position: Q2 2026 in Review

Nova Wealth Management reduced its State Street SPDR S&P Insurance ETF (KIE) stake by 56% in Q2 2026, selling an estimated $63.6K and leaving 888 shares worth $54.2K. The position accounts for 0.03% of the portfolio, ranked #218.

Nova Wealth Management first reported a position in KIE in Q4 2024 and has held it in 7 quarters since. The position peaked at $181K in Q4 2024. 145 funds tracked by Wall St. Rank hold KIE as of Q2 2026.

Nova Wealth Management held 888 shares of State Street SPDR S&P Insurance ETF worth $54.2K as of Q2 2026.
Nova Wealth Management sold 1,111 State Street SPDR S&P Insurance ETF shares in Q2 2026, an estimated $63.6K.
State Street SPDR S&P Insurance ETF made up 0.03% of Nova Wealth Management's portfolio in Q2 2026, its #218 holding.
Nova Wealth Management first reported a position in State Street SPDR S&P Insurance ETF in Q4 2024 and has held it in 7 quarters since.
Nova Wealth Management's State Street SPDR S&P Insurance ETF position peaked at $181K in Q4 2024.
145 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.