Steward Partners Investment Advisory’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Steward Partners Investment Advisory’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	$171K	Sell	3,103 -635	-17%	-$36.5K	﹤0.01%	2098
2025 Q4	$225K	Buy	3,738 +644	+21%	+$37.9K	﹤0.01%	1869
2025 Q3	$184K	Hold	3,094	–	–	﹤0.01%	1914
2025 Q2	$185K	Hold	3,094	–	–	﹤0.01%	1802
2025 Q1	$187K	Sell	3,094 -115	-4%	-$6.69K	﹤0.01%	1682
2024 Q4	$181K	Buy	3,209 +588	+22%	+$34.2K	﹤0.01%	1668
2024 Q3	$149K	Buy	2,621 +824	+46%	+$44.3K	﹤0.01%	1669
2024 Q2	$89.5K	Hold	1,797	–	–	﹤0.01%	1832
2024 Q1	$93.6K	Buy	1,797 +201	+13%	+$9.74K	﹤0.01%	1806
2023 Q4	$72.2K	Hold	1,596	–	–	﹤0.01%	1825
2023 Q3	$67.9K	Buy	1,596 +1,152	+259%	+$48.8K	﹤0.01%	1764
2023 Q2	$18.2K	Hold	444	–	–	﹤0.01%	2337
2023 Q1	$17.5K	Hold	444	–	–	﹤0.01%	2306
2022 Q4	$18.2K	Hold	444	–	–	﹤0.01%	2282
2022 Q3	$16K	Sell	444 -76	-15%	-$2.9K	﹤0.01%	2322
2022 Q2	$20K	Buy	520 +1	+0.2%	+$39	﹤0.01%	2222
2022 Q1	$22K	Hold	519	–	–	﹤0.01%	2315
2021 Q4	$21K	Sell	519 -13	-2%	-$521	﹤0.01%	2303
2021 Q3	$20K	Buy	532 +1	+0.2%	+$39	﹤0.01%	2325
2021 Q2	$20K	Sell	531 -1,439	-73%	-$56K	﹤0.01%	5105
2021 Q1	$72.2K	Buy	1,970 +1,511	+329%	+$53K	﹤0.01%	1795
2020 Q4	$15K	Buy	459 +150	+49%	+$4.74K	﹤0.01%	2160
2020 Q3	$9K	Sell	309 -24	-7%	-$688	﹤0.01%	2179
2020 Q2	$9K	Sell	333 -335	-50%	-$8.87K	﹤0.01%	2079
2020 Q1	$16K	Sell	668 -185	-22%	-$6.04K	﹤0.01%	1691
2019 Q4	$30K	Buy	853 +134	+19%	+$4.68K	﹤0.01%	1621
2019 Q3	$25K	Sell	719 -1,550	-68%	-$53.4K	﹤0.01%	1645
2019 Q2	$77K	Buy	+2,269	New	+$74.7K	﹤0.01%	1164
2018 Q4	–	Sell	-304	Closed	-$10K	–	1501
2018 Q3	$10K	Buy	304 +119	+64%	+$3.75K	﹤0.01%	1873
2018 Q2	$6K	Sell	185 -2,109	-92%	-$64.7K	﹤0.01%	1937
2018 Q1	$71K	Buy	+2,294	New	+$71.2K	﹤0.01%	876

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

Steward Partners Investment Advisory's KIE Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its State Street SPDR S&P Insurance ETF (KIE) stake by 17% in Q1 2026, selling an estimated $36.5K and leaving 3,103 shares worth $171K. The position accounts for ﹤0.01% of the portfolio, ranked #2098.

Steward Partners Investment Advisory first reported a position in KIE in Q1 2018 and has held it in 31 quarters since. The position peaked at $225K in Q4 2025. 137 funds tracked by Wall St. Rank hold KIE as of Q1 2026.

Steward Partners Investment Advisory held 3,103 shares of State Street SPDR S&P Insurance ETF worth $171K as of Q1 2026.
Steward Partners Investment Advisory sold 635 State Street SPDR S&P Insurance ETF shares in Q1 2026, an estimated $36.5K.
State Street SPDR S&P Insurance ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2098 holding.
Steward Partners Investment Advisory first reported a position in State Street SPDR S&P Insurance ETF in Q1 2018 and has held it in 31 quarters since.
Steward Partners Investment Advisory's State Street SPDR S&P Insurance ETF position peaked at $225K in Q4 2025.
137 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.