SWM
KIE icon

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

Spire 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 		$1.21M Hold
19,794
– – 0.04% 350
2026
Q1 		$1.09M Hold
19,794
– – 0.04% 371
2025
Q4 		$1.19M Hold
19,794
– – 0.04% 359
2025
Q3 		$1.17M Hold
19,794
– – 0.04% 352
2025
Q2 		$1.18M Sell
19,794
-398
-2% -$23.1K 0.04% 331
2025
Q1 		$1.22M Buy
20,192
+398
+2% +$23.1K 0.04% 358
2024
Q4 		$1.12M Sell
19,794
-3,106
-14% -$181K 0.03% 366
2024
Q3 		$1.3M Buy
22,900
+3,106
+16% +$167K 0.04% 318
2024
Q2 		$986K Hold
19,794
– – 0.03% 344
2024
Q1 		$1.03M Hold
19,794
– – 0.02% 368
2023
Q4 		$929K Sell
19,794
-3,656
-16% -$161K 0.03% 379
2023
Q3 		$998K Buy
23,450
+3,656
+18% +$155K 0.04% 326
2023
Q2 		$809K Hold
19,794
– – 0.03% 387
2023
Q1 		$779K Sell
19,794
-1,185
-6% -$49.4K 0.03% 388
2022
Q4 		$859K Buy
20,979
+1,185
+6% +$47.8K 0.05% 260
2022
Q3 		$716K Sell
19,794
-258
-1% -$9.85K 0.04% 271
2022
Q2 		$759K Buy
20,052
+71
+0.4% +$2.8K 0.03% 384
2022
Q1 		$840K Sell
19,981
-313
-2% -$12.6K 0.02% 428
2021
Q4 		$819K Buy
20,294
+500
+3% +$20K 0.02% 533
2021
Q3 		$748K Hold
19,794
– – 0.02% 477
2021
Q2 		$763K Sell
19,794
-500
-2% -$19.5K 0.02% 494
2021
Q1 		$744K Buy
+20,294
New +$712K 0.02% 538

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
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
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

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

Spire Wealth Management held its State Street SPDR S&P Insurance ETF (KIE) position steady in Q2 2026 at 19,794 shares worth $1.21M. The position accounts for 0.04% of the portfolio, ranked #350.

Spire Wealth Management first reported a position in KIE in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.3M in Q3 2024. 22 funds tracked by Wall St. Rank hold KIE as of Q2 2026.

  • Spire Wealth Management held 19,794 shares of State Street SPDR S&P Insurance ETF worth $1.21M as of Q2 2026.
  • Spire 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 0.04% of Spire Wealth Management's portfolio in Q2 2026, its #350 holding.
  • Spire Wealth Management first reported a position in State Street SPDR S&P Insurance ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's State Street SPDR S&P Insurance ETF position peaked at $1.3M in Q3 2024.
  • 22 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.