Segment Wealth Management’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Segment Wealth Management’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	$272K	Hold	4,460	–	–	0.01%	280
2026 Q1	$245K	Hold	4,460	–	–	0.01%	280
2025 Q4	$268K	Hold	4,460	–	–	0.02%	276
2025 Q3	$265K	Hold	4,460	–	–	0.02%	255
2025 Q2	$266K	Hold	4,460	–	–	0.02%	255
2025 Q1	$270K	Sell	4,460 -700	-14%	-$40.7K	0.02%	248
2024 Q4	$292K	Sell	5,160 -210	-4%	-$12.2K	0.02%	227
2024 Q3	$305K	Hold	5,370	–	–	0.02%	220
2024 Q2	$268K	Hold	5,370	–	–	0.02%	223
2024 Q1	$280K	Hold	5,370	–	–	0.02%	218
2023 Q4	$243K	Hold	5,370	–	–	0.02%	224
2023 Q3	$228K	Hold	5,370	–	–	0.02%	206
2023 Q2	$220K	Hold	5,370	–	–	0.02%	199
2023 Q1	$211K	Hold	5,370	–	–	0.02%	200
2022 Q4	$220K	Buy	+5,370	New	+$217K	0.03%	200
2022 Q3	–	Sell	-5,370	Closed	-$203K	–	224
2022 Q2	$203K	Sell	5,370 -700	-12%	-$27.6K	0.03%	206
2022 Q1	$255K	Hold	6,070	–	–	0.03%	225
2021 Q4	$245K	Hold	6,070	–	–	0.03%	227
2021 Q3	$229K	Sell	6,070 -280	-4%	-$10.8K	0.03%	208
2021 Q2	$245K	Hold	6,350	–	–	0.03%	207
2021 Q1	$233K	Sell	6,350 -800	-11%	-$28.1K	0.03%	209
2020 Q4	$240K	Sell	7,150 -220	-3%	-$6.94K	0.03%	198
2020 Q3	$207K	Sell	7,370 -150,510	-95%	-$4.31M	0.03%	197
2020 Q2	$4.32M	Buy	+157,880	New	+$4.18M	0.8%	53
2020 Q1	–	Sell	-86,272	Closed	-$3.06M	–	207
2019 Q4	$3.06M	Buy	86,272 +997	+1%	+$34.8K	0.52%	70
2019 Q3	$3M	Buy	85,275 +9,590	+13%	+$330K	0.59%	62
2019 Q2	$2.57M	Buy	75,685 +4,400	+6%	+$145K	0.52%	65
2019 Q1	$2.2M	Sell	71,285 -78,855	-53%	-$2.41M	0.47%	70
2018 Q4	$4.26M	Buy	+150,140	New	+$4.51M	1.07%	32

Other funds holding KIE

TSWM

Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

VIS

Vertex Investment Solutions Chiyoda-Ku $148M AUM

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Segment Wealth Management's KIE Position: Q2 2026 in Review

Segment Wealth Management held its State Street SPDR S&P Insurance ETF (KIE) position steady in Q2 2026 at 4,460 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #280.

Segment Wealth Management first reported a position in KIE in Q4 2018 and has held it in 29 quarters since. The position peaked at $4.32M in Q2 2020. 22 funds tracked by Wall St. Rank hold KIE as of Q2 2026.

Segment Wealth Management held 4,460 shares of State Street SPDR S&P Insurance ETF worth $272K as of Q2 2026.
Segment Wealth Management left its State Street SPDR S&P Insurance ETF share count unchanged in Q2 2026.
State Street SPDR S&P Insurance ETF made up 0.01% of Segment Wealth Management's portfolio in Q2 2026, its #280 holding.
Segment Wealth Management first reported a position in State Street SPDR S&P Insurance ETF in Q4 2018 and has held it in 29 quarters since.
Segment Wealth Management's State Street SPDR S&P Insurance ETF position peaked at $4.32M in Q2 2020.
22 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.