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

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

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

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

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

Vertex Investment Solutions Chiyoda-Ku $148M AUM

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

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

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

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return