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 Q2	–	Sell	-176	Closed	-$9.68K	–	1521
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 $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

KWM

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

FMI

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

Strategic Wealth Partners's KIE Position: Q2 2026 in Review

Strategic Wealth Partners sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2026, closing a stake of 176 shares — an estimated $9.68K sold.

Strategic Wealth Partners first reported a position in KIE in Q1 2018 and held it in 8 quarters. The position peaked at $6.67M in Q4 2022. 145 funds tracked by Wall St. Rank hold KIE as of Q2 2026.

Strategic Wealth Partners reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2026 after selling out during the quarter.
Strategic Wealth Partners sold 176 State Street SPDR S&P Insurance ETF shares in Q2 2026, an estimated $9.68K.
Strategic Wealth Partners first reported a position in State Street SPDR S&P Insurance ETF in Q1 2018 and held it in 8 quarters.
Strategic Wealth Partners's State Street SPDR S&P Insurance ETF position peaked at $6.67M in Q4 2022.
145 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.