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Stonebridge Financial Group (Pennsylvania)’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
Q3 		$295K Buy
+5,051
New +$319K 0.02% 231

Other funds holding KIE

TAM
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
WAS
Westco Advisory Services Lynbrook, New York $166M AUM 27.48% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s KIE Position: Q3 2026 in Review

Stonebridge Financial Group (Pennsylvania) opened a new position in State Street SPDR S&P Insurance ETF (KIE) in Q3 2026: 5,051 shares worth $295K. The stake represents 0.02% of the portfolio and ranks #231 among its holdings.

14 funds tracked by Wall St. Rank hold KIE as of Q3 2026.

  • Stonebridge Financial Group (Pennsylvania) held 5,051 shares of State Street SPDR S&P Insurance ETF worth $295K as of Q3 2026.
  • State Street SPDR S&P Insurance ETF was a new Stonebridge Financial Group (Pennsylvania) position in Q3 2026.
  • State Street SPDR S&P Insurance ETF made up 0.02% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q3 2026, its #231 holding.
  • 14 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q3 2026, filed 1 Oct 2026.