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Triangle Securities Wealth Management’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Triangle Securities Wealth 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 		$4.58M Sell
75,092
-1,034
-1% -$59.2K 0.91% 33
2026
Q1 		$4.19M Sell
76,126
-427
-0.6% -$24.5K 0.95% 31
2025
Q4 		$4.6M Sell
76,553
-1,704
-2% -$100K 0.97% 29
2025
Q3 		$4.64M Buy
78,257
+369
+0.5% +$21.4K 1.05% 26
2025
Q2 		$4.65M Sell
77,888
-3,034
-4% -$176K 1.15% 23
2025
Q1 		$4.9M Sell
80,922
-1,491
-2% -$86.7K 1.26% 21
2024
Q4 		$4.66M Sell
82,413
-832
-1% -$48.4K 1.19% 22
2024
Q3 		$4.72M Sell
83,245
-1,105
-1% -$59.4K 1.22% 19
2024
Q2 		$4.2M Sell
84,350
-600
-0.7% -$30.1K 1.19% 19
2024
Q1 		$4.42M Sell
84,950
-879
-1% -$42.6K 1.26% 19
2023
Q4 		$3.88M Buy
85,829
+255
+0.3% +$11.2K 1.21% 19
2023
Q3 		$3.64M Sell
85,574
-165
-0.2% -$6.99K 1.29% 19
2023
Q2 		$3.51M Sell
85,739
-1,014
-1% -$40.4K 1.21% 20
2023
Q1 		$3.41M Sell
86,753
-3,271
-4% -$136K 1.22% 19
2022
Q4 		$3.69M Sell
90,024
-1,962
-2% -$79.1K 1.35% 17
2022
Q3 		$3.33M Sell
91,986
-510
-0.6% -$19.5K 1.36% 17
2022
Q2 		$3.5M Buy
92,496
+1,340
+1% +$52.8K 1.36% 16
2022
Q1 		$3.83M Sell
91,156
-1,842
-2% -$74.2K 1.28% 16
2021
Q4 		$3.75M Buy
92,998
+273
+0.3% +$10.9K 1.17% 17
2021
Q3 		$3.5M Buy
92,725
+285
+0.3% +$11K 1.19% 16
2021
Q2 		$3.56M Sell
92,440
-1,135
-1% -$44.2K 1.2% 17
2021
Q1 		$3.43M Sell
93,575
-910
-1% -$31.9K 1.24% 15
2020
Q4 		$3.17M Sell
94,485
-843
-0.9% -$26.6K 1.26% 18
2020
Q3 		$2.67M Sell
95,328
-54
-0.1% -$1.55K 1.21% 20
2020
Q2 		$2.61M Buy
95,382
+5,218
+6% +$138K 1.25% 18
2020
Q1 		$2.25M Buy
90,164
+1,175
+1% +$38.3K 1.3% 22
2019
Q4 		$3.15M Sell
88,989
-236
-0.3% -$8.25K 1.37% 19
2019
Q3 		$3.14M Buy
89,225
+55
+0.1% +$1.9K 1.54% 16
2019
Q2 		$3.11M Sell
89,170
-9,375
-10% -$309K 1.58% 17
2019
Q1 		$3.04M Sell
98,545
-1,115
-1% -$34.1K 1.6% 17
2018
Q4 		$2.83M Sell
99,660
-1,705
-2% -$51.3K 1.67% 12
2018
Q3 		$3.25M Sell
101,365
-935
-0.9% -$29.5K 1.73% 11
2018
Q2 		$3.05M Sell
102,300
-2,220
-2% -$68.2K 1.7% 11
2018
Q1 		$3.24M Sell
104,520
-3,115
-3% -$96.7K 1.86% 10
2017
Q4 		$3.3M Sell
107,635
-671
-0.6% -$20.6K 1.89% 10
2017
Q3 		$3.25M Sell
108,306
-2,040
-2% -$60.8K 1.93% 9
2017
Q2 		$3.24M Sell
110,346
-690
-0.6% -$19.9K 2.14% 7
2017
Q1 		$3.18M Sell
111,036
-3,510
-3% -$99.9K 2.03% 8
2016
Q4 		$3.17M Sell
114,546
-2,610
-2% -$68.5K 2.12% 7
2016
Q3 		$2.89M Buy
117,156
+210
+0.2% +$5.1K 2% 8
2016
Q2 		$2.77M Sell
116,946
-13,260
-10% -$312K 2.07% 8
2016
Q1 		$3M Buy
+130,206
New +$2.86M 1.96% 11
2015
Q4 		– Sell
-128,976
Closed -$2.9M – 127
2015
Q3 		$2.9M Sell
128,976
-8,142
-6% -$189K 2.2% 9
2015
Q2 		$3.11M Sell
137,118
-180
-0.1% -$4.1K 2.2% 9
2015
Q1 		$3.07M Buy
137,298
+180
+0.1% +$3.96K 2.13% 9
2014
Q4 		$3.05M Sell
137,118
-2,115
-2% -$45.8K 2.17% 9
2014
Q3 		$2.92M Hold
139,233
– – 2.25% 9
2014
Q2 		$2.98M Sell
139,233
-16,512
-11% -$345K 2.28% 8
2014
Q1 		$2.69M Buy
155,745
+16,350
+12% +$331K 2.42% 7
2013
Q4 		$2.93M Sell
139,395
-2,178
-2% -$43.9K 2.38% 7
2013
Q3 		$2.68M Sell
141,573
-12,990
-8% -$243K 2.33% 7
2013
Q2 		$2.78M Buy
+154,563
New +$2.74M 2.06% 6

Other funds holding KIE

TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 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

Triangle Securities Wealth Management's KIE Position: Q2 2026 in Review

Triangle Securities Wealth Management reduced its State Street SPDR S&P Insurance ETF (KIE) stake by 1.4% in Q2 2026, selling an estimated $59.2K and leaving 75,092 shares worth $4.58M. The position accounts for 0.91% of the portfolio, ranked #33.

Triangle Securities Wealth Management first reported a position in KIE in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.9M in Q1 2025. 22 funds tracked by Wall St. Rank hold KIE as of Q2 2026.

  • Triangle Securities Wealth Management held 75,092 shares of State Street SPDR S&P Insurance ETF worth $4.58M as of Q2 2026.
  • Triangle Securities Wealth Management sold 1,034 State Street SPDR S&P Insurance ETF shares in Q2 2026, an estimated $59.2K.
  • State Street SPDR S&P Insurance ETF made up 0.91% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Triangle Securities Wealth Management first reported a position in State Street SPDR S&P Insurance ETF in Q2 2013 and has held it in 52 quarters since.
  • Triangle Securities Wealth Management's State Street SPDR S&P Insurance ETF position peaked at $4.9M in Q1 2025.
  • 22 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.