Y-Intercept (HK)’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Y-Intercept (HK)’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 Q3	–	Sell	-7,073	Closed	-$431K	–	1847
2026 Q2	$431K	Buy	+7,073	New	+$405K	0.01%	1354
2026 Q1	–	Sell	-8,689	Closed	-$523K	–	1823
2025 Q4	$523K	Buy	+8,689	New	+$511K	0.01%	1223
2025 Q3	–	Sell	-5,456	Closed	-$326K	–	1804
2025 Q2	$326K	Sell	5,456 -1,770	-24%	-$103K	0.01%	1336
2025 Q1	$437K	Buy	+7,226	New	+$420K	0.03%	753

Other funds holding KIE

Triangle Securities Wealth Management Raleigh, North Carolina $522M AUM 18.15% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Y-Intercept (HK)'s KIE Position: Q3 2026 in Review

Y-Intercept (HK) sold out of State Street SPDR S&P Insurance ETF (KIE) in Q3 2026, closing a stake of 7,073 shares — an estimated $431K sold.

Y-Intercept (HK) first reported a position in KIE in Q1 2025 and held it in 4 quarters. The position peaked at $523K in Q4 2025. 27 funds tracked by Wall St. Rank hold KIE as of Q3 2026.

Y-Intercept (HK) reported no remaining State Street SPDR S&P Insurance ETF position as of Q3 2026 after selling out during the quarter.
Y-Intercept (HK) sold 7,073 State Street SPDR S&P Insurance ETF shares in Q3 2026, an estimated $431K.
Y-Intercept (HK) first reported a position in State Street SPDR S&P Insurance ETF in Q1 2025 and held it in 4 quarters.
Y-Intercept (HK)'s State Street SPDR S&P Insurance ETF position peaked at $523K in Q4 2025.
27 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.