PFG Investments’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

PFG Investments’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	$312K	Buy	5,108 +128	+3%	+$7.33K	0.01%	915
2026 Q1	$274K	Sell	4,980 -670	-12%	-$38.5K	0.01%	906
2025 Q4	$340K	Sell	5,650 -119	-2%	-$7K	0.02%	745
2025 Q3	$342K	Buy	5,769 +3	+0.1%	+$174	0.02%	720
2025 Q2	$344K	Buy	5,766 +3	+0.1%	+$174	0.02%	677
2025 Q1	$349K	Sell	5,763 -755	-12%	-$43.9K	0.02%	627
2024 Q4	$368K	Sell	6,518 -75	-1%	-$4.36K	0.02%	618
2024 Q3	$374K	Buy	6,593 +423	+7%	+$22.7K	0.02%	606
2024 Q2	$307K	Sell	6,170 -479	-7%	-$24K	0.02%	641
2024 Q1	$346K	Buy	6,649 +1,873	+39%	+$90.8K	0.02%	681
2023 Q4	$216K	Buy	+4,776	New	+$210K	0.04%	431

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

PFG Investments's KIE Position: Q2 2026 in Review

PFG Investments increased its State Street SPDR S&P Insurance ETF (KIE) stake by 2.6% in Q2 2026, buying an estimated $7.33K and bringing the position to 5,108 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #915.

PFG Investments first reported a position in KIE in Q4 2023 and has held it in 11 quarters since. The position peaked at $374K in Q3 2024. 145 funds tracked by Wall St. Rank hold KIE as of Q2 2026.

PFG Investments held 5,108 shares of State Street SPDR S&P Insurance ETF worth $312K as of Q2 2026.
PFG Investments bought 128 State Street SPDR S&P Insurance ETF shares in Q2 2026, an estimated $7.33K.
State Street SPDR S&P Insurance ETF made up 0.01% of PFG Investments's portfolio in Q2 2026, its #915 holding.
PFG Investments first reported a position in State Street SPDR S&P Insurance ETF in Q4 2023 and has held it in 11 quarters since.
PFG Investments's State Street SPDR S&P Insurance ETF position peaked at $374K in Q3 2024.
145 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.