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Rhodes Investment Advisors’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Rhodes Investment 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
Q2 		– Sell
-17,370
Closed -$955K – 134
2026
Q1 		$955K Sell
17,370
-2,400
-12% -$138K 0.82% 38
2025
Q4 		$1.19M Buy
+19,770
New +$1.16M 0.96% 36

Other funds holding KIE

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Rhodes Investment Advisors's KIE Position: Q2 2026 in Review

Rhodes Investment Advisors sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2026, closing a stake of 17,370 shares — an estimated $955K sold.

Rhodes Investment Advisors first reported a position in KIE in Q4 2025 and held it in 2 quarters. The position peaked at $1.19M in Q4 2025. 145 funds tracked by Wall St. Rank hold KIE as of Q2 2026.

  • Rhodes Investment Advisors reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2026 after selling out during the quarter.
  • Rhodes Investment Advisors sold 17,370 State Street SPDR S&P Insurance ETF shares in Q2 2026, an estimated $955K.
  • Rhodes Investment Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q4 2025 and held it in 2 quarters.
  • Rhodes Investment Advisors's State Street SPDR S&P Insurance ETF position peaked at $1.19M in Q4 2025.
  • 145 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2026.

Based on Rhodes Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.