NWAM LLC’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

NWAM LLC’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	$459K	Buy	+7,529	New	+$431K	0.02%	467

Other funds holding KIE

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

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

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

NWAM LLC's KIE Position: Q2 2026 in Review

NWAM LLC opened a new position in State Street SPDR S&P Insurance ETF (KIE) in Q2 2026: 7,529 shares worth $459K. The stake represents 0.02% of the portfolio and ranks #467 among its holdings.

30 funds tracked by Wall St. Rank hold KIE as of Q2 2026.

NWAM LLC held 7,529 shares of State Street SPDR S&P Insurance ETF worth $459K as of Q2 2026.
State Street SPDR S&P Insurance ETF was a new NWAM LLC position in Q2 2026.
State Street SPDR S&P Insurance ETF made up 0.02% of NWAM LLC's portfolio in Q2 2026, its #467 holding.
30 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.