Thurston Springer Miller Herd & Titak’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Thurston Springer Miller Herd & Titak’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	$15.7K	Hold	258	–	–	0.01%	744
2026 Q1	$14.2K	Hold	258	–	–	0.01%	842
2025 Q4	$15.5K	Buy	+258	New	+$15.2K	0.01%	819
2025 Q3	–	Sell	-2,383	Closed	-$142K	–	998
2025 Q2	$142K	Buy	2,383 +756	+46%	+$43.9K	0.02%	428
2025 Q1	$98.5K	Buy	1,627 +1	+0.1%	+$58	0.02%	462
2024 Q4	$91.9K	Buy	1,626 +226	+16%	+$13.1K	0.02%	404
2024 Q3	$79.4K	Buy	1,400 +635	+83%	+$34.1K	0.02%	448
2024 Q2	$38.1K	Buy	+765	New	+$38.3K	0.01%	619

Other funds holding KIE

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

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

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

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

Vertex Investment Solutions Chiyoda-Ku $148M AUM

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

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

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

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return