Strategic Wealth Partners’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Strategic Wealth Partners’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	$9.68K	Sell	176 -33	-16%	-$1.9K	﹤0.01%	898
2025 Q4	$12.6K	Sell	209 -163	-44%	-$9.59K	﹤0.01%	827
2025 Q3	$22.1K	Hold	372	–	–	﹤0.01%	708
2025 Q2	$22.2K	Buy	+372	New	+$21.6K	﹤0.01%	628
2023 Q1	–	Sell	-162,886	Closed	-$6.67M	–	269
2022 Q4	$6.67M	Buy	162,886 +43,224	+36%	+$1.74M	1.24%	13
2022 Q3	$4.33M	Buy	+119,662	New	+$4.57M	0.92%	20
2018 Q3	–	Sell	-75	Closed	-$2K	–	673
2018 Q2	$2K	Hold	75	–	–	﹤0.01%	699
2018 Q1	$2K	Buy	+75	New	+$2.33K	﹤0.01%	737

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

Strategic Wealth Partners's KIE Position: Q1 2026 in Review

Strategic Wealth Partners reduced its State Street SPDR S&P Insurance ETF (KIE) stake by 16% in Q1 2026, selling an estimated $1.9K and leaving 176 shares worth $9.68K. The position accounts for ﹤0.01% of the portfolio, ranked #898.

Strategic Wealth Partners first reported a position in KIE in Q1 2018 and has held it in 8 quarters since. The position peaked at $6.67M in Q4 2022. 137 funds tracked by Wall St. Rank hold KIE as of Q1 2026.

Strategic Wealth Partners held 176 shares of State Street SPDR S&P Insurance ETF worth $9.68K as of Q1 2026.
Strategic Wealth Partners sold 33 State Street SPDR S&P Insurance ETF shares in Q1 2026, an estimated $1.9K.
State Street SPDR S&P Insurance ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #898 holding.
Strategic Wealth Partners first reported a position in State Street SPDR S&P Insurance ETF in Q1 2018 and has held it in 8 quarters since.
Strategic Wealth Partners's State Street SPDR S&P Insurance ETF position peaked at $6.67M in Q4 2022.
137 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.