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 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 $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

PFG Investments's KIE Position: Q1 2026 in Review

PFG Investments reduced its State Street SPDR S&P Insurance ETF (KIE) stake by 12% in Q1 2026, selling an estimated $38.5K and leaving 4,980 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #906.

PFG Investments first reported a position in KIE in Q4 2023 and has held it in 10 quarters since. The position peaked at $374K in Q3 2024. 137 funds tracked by Wall St. Rank hold KIE as of Q1 2026.

PFG Investments held 4,980 shares of State Street SPDR S&P Insurance ETF worth $274K as of Q1 2026.
PFG Investments sold 670 State Street SPDR S&P Insurance ETF shares in Q1 2026, an estimated $38.5K.
State Street SPDR S&P Insurance ETF made up 0.01% of PFG Investments's portfolio in Q1 2026, its #906 holding.
PFG Investments first reported a position in State Street SPDR S&P Insurance ETF in Q4 2023 and has held it in 10 quarters since.
PFG Investments's State Street SPDR S&P Insurance ETF position peaked at $374K in Q3 2024.
137 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2026.

Based on PFG Investments's 13F filing for Q1 2026, filed 27 Apr 2026.