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

Zinnia Wealth Advisory’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	$404K	Sell	6,629 -54	-0.8%	-$3.09K	0.41%	48
2026 Q1	$368K	Sell	6,683 -1,166	-15%	-$67K	0.41%	59
2025 Q4	$472K	Buy	+7,849	New	+$462K	0.51%	45

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

Zinnia Wealth Advisory's KIE Position: Q2 2026 in Review

Zinnia Wealth Advisory reduced its State Street SPDR S&P Insurance ETF (KIE) stake by 0.81% in Q2 2026, selling an estimated $3.09K and leaving 6,629 shares worth $404K. The position accounts for 0.41% of the portfolio, ranked #48.

Zinnia Wealth Advisory first reported a position in KIE in Q4 2025 and has held it in 3 quarters since. The position peaked at $472K in Q4 2025. 145 funds tracked by Wall St. Rank hold KIE as of Q2 2026.

Zinnia Wealth Advisory held 6,629 shares of State Street SPDR S&P Insurance ETF worth $404K as of Q2 2026.
Zinnia Wealth Advisory sold 54 State Street SPDR S&P Insurance ETF shares in Q2 2026, an estimated $3.09K.
State Street SPDR S&P Insurance ETF made up 0.41% of Zinnia Wealth Advisory's portfolio in Q2 2026, its #48 holding.
Zinnia Wealth Advisory first reported a position in State Street SPDR S&P Insurance ETF in Q4 2025 and has held it in 3 quarters since.
Zinnia Wealth Advisory's State Street SPDR S&P Insurance ETF position peaked at $472K in Q4 2025.
145 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2026.

Based on Zinnia Wealth Advisory's 13F filing for Q2 2026, filed 30 Jul 2026.