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 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

TSWM

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

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

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

Y-Intercept (HK)'s KIE Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in State Street SPDR S&P Insurance ETF (KIE) in Q2 2026: 7,073 shares worth $431K. The stake represents 0.01% of the portfolio and ranks #1354 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in KIE as recently as Q4 2025.

Y-Intercept (HK) first reported a position in KIE in Q1 2025 and has held it in 4 quarters since. The position peaked at $523K in Q4 2025. 22 funds tracked by Wall St. Rank hold KIE as of Q2 2026.

Y-Intercept (HK) held 7,073 shares of State Street SPDR S&P Insurance ETF worth $431K as of Q2 2026.
State Street SPDR S&P Insurance ETF was a new Y-Intercept (HK) position in Q2 2026.
State Street SPDR S&P Insurance ETF made up 0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1354 holding.
Y-Intercept (HK) first reported a position in State Street SPDR S&P Insurance ETF in Q1 2025 and has held it in 4 quarters since.
Y-Intercept (HK)'s State Street SPDR S&P Insurance ETF position peaked at $523K in Q4 2025.
22 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.