Pinnacle Family Advisors’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Pinnacle Family Advisors’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	–	Sell	-5,300	Closed	-$319K	–	143
2025 Q4	$319K	Buy	+5,300	New	+$312K	0.14%	105
2025 Q3	–	Sell	-4,230	Closed	-$253K	–	129
2025 Q2	$253K	Sell	4,230 -3,145	-43%	-$183K	0.12%	112
2025 Q1	$446K	Buy	+7,375	New	+$429K	0.24%	76
2024 Q4	–	Sell	-7,270	Closed	-$413K	–	120
2024 Q3	$413K	Buy	+7,270	New	+$391K	0.21%	86
2024 Q2	–	Sell	-6,540	Closed	-$341K	–	117
2024 Q1	$341K	Buy	+6,540	New	+$317K	0.18%	73

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 $10.6B AUM 34.1% 1-Year Est. Return

Pinnacle Family Advisors's KIE Position: Q1 2026 in Review

Pinnacle Family Advisors sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2026, closing a stake of 5,300 shares — an estimated $319K sold.

Pinnacle Family Advisors first reported a position in KIE in Q1 2024 and held it in 5 quarters. The position peaked at $446K in Q1 2025. 137 funds tracked by Wall St. Rank hold KIE as of Q1 2026.

Pinnacle Family Advisors reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2026 after selling out during the quarter.
Pinnacle Family Advisors sold 5,300 State Street SPDR S&P Insurance ETF shares in Q1 2026, an estimated $319K.
Pinnacle Family Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q1 2024 and held it in 5 quarters.
Pinnacle Family Advisors's State Street SPDR S&P Insurance ETF position peaked at $446K in Q1 2025.
137 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2026.

Based on Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.