TCP Asset Management’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

TCP Asset Management’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	$2.66M	Sell	43,607 -761	-2%	-$43.6K	0.3%	39
2026 Q1	$2.44M	Buy	+44,368	New	+$2.55M	0.31%	40
2023 Q1	–	Sell	-39,147	Closed	-$1.6M	–	57
2022 Q4	$1.6M	Buy	+39,147	New	+$1.58M	1.25%	23

Other funds holding KIE

TSWM

Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

VIS

Vertex Investment Solutions Chiyoda-Ku $148M AUM

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

TCP Asset Management's KIE Position: Q2 2026 in Review

TCP Asset Management reduced its State Street SPDR S&P Insurance ETF (KIE) stake by 1.7% in Q2 2026, selling an estimated $43.6K and leaving 43,607 shares worth $2.66M. The position accounts for 0.3% of the portfolio, ranked #39.

TCP Asset Management first reported a position in KIE in Q4 2022 and has held it in 3 quarters since. 22 funds tracked by Wall St. Rank hold KIE as of Q2 2026.

TCP Asset Management held 43,607 shares of State Street SPDR S&P Insurance ETF worth $2.66M as of Q2 2026.
TCP Asset Management sold 761 State Street SPDR S&P Insurance ETF shares in Q2 2026, an estimated $43.6K.
State Street SPDR S&P Insurance ETF made up 0.3% of TCP Asset Management's portfolio in Q2 2026, its #39 holding.
TCP Asset Management first reported a position in State Street SPDR S&P Insurance ETF in Q4 2022 and has held it in 3 quarters since.
22 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2026.

Based on TCP Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.