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BOLTON SECURITIES CORPORATION’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$52.6K Hold
900
– – ﹤0.01% 1324
2026
Q2 		$54.9K Hold
900
– – ﹤0.01% 1299
2026
Q1 		$49.5K Buy
+900
New +$51.7K ﹤0.01% 1227
2025
Q3 		$53.4K Buy
+900
New +$52.3K ﹤0.01% 1127
2025
Q1 		$54.5K Buy
+900
New +$52.3K ﹤0.01% 1026

Other funds holding KIE

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Cumberland Advisors
Cumberland Advisors Sarasota, Florida $280M AUM 17.5% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Triangle Securities Wealth Management
Triangle Securities Wealth Management Raleigh, North Carolina $522M AUM 18.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's KIE Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its State Street SPDR S&P Insurance ETF (KIE) position steady in Q3 2026 at 900 shares worth $52.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1324.

BOLTON SECURITIES CORPORATION first reported a position in KIE in Q1 2025 and has held it in 5 quarters since. The position peaked at $54.9K in Q2 2026. 86 funds tracked by Wall St. Rank hold KIE as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 900 shares of State Street SPDR S&P Insurance ETF worth $52.6K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its State Street SPDR S&P Insurance ETF share count unchanged in Q3 2026.
  • State Street SPDR S&P Insurance ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1324 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in State Street SPDR S&P Insurance ETF in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's State Street SPDR S&P Insurance ETF position peaked at $54.9K in Q2 2026.
  • 86 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.