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 Q2	$125K	Sell	2,044 -1,059	-34%	-$60.7K	﹤0.01%	2478
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 $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Steward Partners Investment Advisory's KIE Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its State Street SPDR S&P Insurance ETF (KIE) stake by 34% in Q2 2026, selling an estimated $60.7K and leaving 2,044 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #2478.

Steward Partners Investment Advisory first reported a position in KIE in Q1 2018 and has held it in 32 quarters since. The position peaked at $225K in Q4 2025. 145 funds tracked by Wall St. Rank hold KIE as of Q2 2026.

Steward Partners Investment Advisory held 2,044 shares of State Street SPDR S&P Insurance ETF worth $125K as of Q2 2026.
Steward Partners Investment Advisory sold 1,059 State Street SPDR S&P Insurance ETF shares in Q2 2026, an estimated $60.7K.
State Street SPDR S&P Insurance ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2478 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 32 quarters since.
Steward Partners Investment Advisory's State Street SPDR S&P Insurance ETF position peaked at $225K in Q4 2025.
145 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.