Vertex Investment Solutions’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Vertex Investment Solutions’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	$734K	Buy	12,000 +6,700	+126%	+$384K	0.5%	25
2026 Q1	$290K	Buy	+5,300	New	+$305K	0.34%	25

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

Vertex Investment Solutions's KIE Position: Q2 2026 in Review

Vertex Investment Solutions increased its State Street SPDR S&P Insurance ETF (KIE) stake by 126% in Q2 2026, buying an estimated $384K and bringing the position to 12,000 shares worth $734K. The position accounts for 0.5% of the portfolio, ranked #25.

Vertex Investment Solutions first reported a position in KIE in Q1 2026 and has held it in 2 quarters since. 145 funds tracked by Wall St. Rank hold KIE as of Q2 2026.

Vertex Investment Solutions held 12,000 shares of State Street SPDR S&P Insurance ETF worth $734K as of Q2 2026.
Vertex Investment Solutions bought 6,700 State Street SPDR S&P Insurance ETF shares in Q2 2026, an estimated $384K.
State Street SPDR S&P Insurance ETF made up 0.5% of Vertex Investment Solutions's portfolio in Q2 2026, its #25 holding.
Vertex Investment Solutions first reported a position in State Street SPDR S&P Insurance ETF in Q1 2026 and has held it in 2 quarters since.
145 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2026.

Based on Vertex Investment Solutions's 13F filing for Q2 2026, filed 15 Jul 2026.