Wealth Enhancement Advisory Services’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Wealth Enhancement Advisory Services’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 Q1	–	Sell	-4,714	Closed	-$283K	–	3760
2025 Q4	$283K	Sell	4,714 -1,603	-25%	-$94.3K	﹤0.01%	2973
2025 Q3	$379K	Sell	6,317 -3,313	-34%	-$193K	﹤0.01%	2587
2025 Q2	$567K	Buy	9,630 +3,286	+52%	+$191K	﹤0.01%	2135
2025 Q1	$384K	Buy	+6,344	New	+$369K	﹤0.01%	2236

Other funds holding KIE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Wealth Enhancement Advisory Services's KIE Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2026, closing a stake of 4,714 shares — an estimated $283K sold.

Wealth Enhancement Advisory Services first reported a position in KIE in Q1 2025 and held it in 4 quarters. The position peaked at $567K in Q2 2025. 137 funds tracked by Wall St. Rank hold KIE as of Q1 2026.

Wealth Enhancement Advisory Services reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2026 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 4,714 State Street SPDR S&P Insurance ETF shares in Q1 2026, an estimated $283K.
Wealth Enhancement Advisory Services first reported a position in State Street SPDR S&P Insurance ETF in Q1 2025 and held it in 4 quarters.
Wealth Enhancement Advisory Services's State Street SPDR S&P Insurance ETF position peaked at $567K in Q2 2025.
137 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.