SPDR Series Trust - State Street SPDR S&P Insurance ETF
US ˙ ARCA ˙ US78464A7899

SecurityKIE / SPDR Series Trust - State Street SPDR S&P Insurance ETF
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership567 shares
Latest Disclosed Value $ 31,185
IFP Advisors, Inc ownership in KIE / SPDR Series Trust - State Street SPDR S&P Insurance ETF

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 567 shares of SPDR Series Trust - State Street SPDR S&P Insurance ETF (US:KIE) valued at $31,185 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 567 shares of SPDR Series Trust - State Street SPDR S&P Insurance ETF. This represents a change in shares of 0.00% during the quarter. The current value of the position is $30,754 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F SPDR SERIES TRUST cs 78464A789 567 0 0.00 31 -8.82 0.0006
2026-02-06 2025-12-31 13F SPDR SERIES TRUST cs 78464A789 567 0 0.00 34 3.03 0.0008
2026-02-06 2025-09-30 13F/A-1 SPDR SERIES TRUST S&P INS ETF cs 78464A789 567 -132 -18.88 34 -19.51 0.0009
2025-12-02 2025-09-30 13F SPDR SERIES TRUST S&P INS ETF cs 78464A789 567 -132 34 0.0009
2025-07-24 2025-06-30 13F SPDR SERIES TRUST S&P INS cs 78464A789 699 -159 -18.53 42 -19.61 0.0012
2025-05-05 2025-03-31 13F SPDR SER TR cs 78464A789 858 117 15.79 52 24.39 0.0016
2025-02-04 2024-12-31 13F SPDR SER TR cs 78464A789 741 0 0.00 42 -2.38 0.0014
2025-02-04 2024-09-30 13F SPDR SER TR cs 78464A789 741 0 0.00 42 16.67 0.0015
2024-07-30 2024-06-30 13F SPDR SER TR cs 78464A789 741 0 0.00 37 -5.26 0.0015
2024-07-30 2024-03-31 13F SPDR SER TR cs 78464A789 741 0 0.00 39 15.15 0.0017
2024-01-09 2023-12-31 13F SPDR SER TR cs 78464A789 741 0 0.00 34 6.45 0.0016
2023-10-12 2023-09-30 13F SPDR SER TR cs 78464A789 741 -15 -1.98 32 3.33 0.0014
2023-08-14 2023-06-30 13F/A-1 SPDR SER TR cs 78464A789 756 15 2.02 31 36.36 0.0013
2023-08-04 2023-06-30 13F SPDR SER TR cs 78464A789 756 15 23 0.0011
2023-04-18 2023-03-31 13F SPDR SER TR cs 78464A789 741 -424 -36.39 23 0.0010
2023-02-07 2022-12-31 13F SPDR SER TR cs 78464A789 1,165 -1,076 -48.01 0 -100.00 0.0010
2022-11-08 2022-09-30 13F SPDR SER TR cs 78464A789 2,241 0 0.00 68 0.00 0.0018
2022-09-06 2022-06-30 13F/A-1 SPDR SER TR cs 78464A789 2,241 0 0.00 68 0.00 0.0022
2022-09-06 2022-03-31 13F/A-1 SPDR SER TR cs 78464A789 2,241 1,500 202.43 68 134.48 0.0022
2022-08-08 2022-03-31 13F SPDR SER TR SP INS ETF Stock 78464A789 741 0 22 0.0004
2022-01-12 2021-12-31 13F SPDR SER TR SP INS ETF Stock 78464A789 741 0 0.00 29 0.00 0.0006
2021-10-06 2021-09-30 13F SPDR SER TR SP INS ETF Stock 78464A789 741 0 0.00 29 0.00 0.0006
2021-07-13 2021-06-30 13F SPDR SER TR SP INS ETF Stock 78464A789 741 0 0.00 29 7.41 0.0006
2021-04-30 2021-03-31 13F SPDR SER TR SP INS ETF Stock 78464A789 741 0 0.00 27 12.50 0.0005
2021-01-25 2020-12-31 13F SPDR SER TR SP INS ETF Stock 78464A789 741 -33 -4.26 24 14.29 0.0010
2020-10-29 2020-09-30 13F SPDR SER TR SP INS ETF Stock 78464A789 774 0 0.00 21 0.00 0.0013
2020-08-05 2020-06-30 13F SPDR SER TR SP INS ETF Stock 78464A789 774 -509 -39.67 21 -36.36 0.0017
2020-05-12 2020-03-31 13F SPDR SER TR SP INS ETF Stock 78464A789 1,283 -37 -2.80 33 -29.79 0.0033
2020-01-17 2019-12-31 13F SPDR SERIES TRUST S&P INS ETF Stock 78464A789 1,320 -3,910 -74.76 47 -74.87 0.0035
2019-11-07 2019-09-30 13F SPDR SERIES TRUST S&P INS ETF Stock 78464A789 5,230 2,755 111.31 187 149.33 0.0125
2019-05-15 2019-03-31 13F SPDR S&P INSURANCE ETF ETF 78464A789 2,475 -808 -24.61 75 -18.48 0.0102
2019-06-03 2018-12-31 13F/A-10 SPDR S&P INSURANCE ETF ETF 78464A789 3,283 -26 -0.79 92 -13.21 0.0056
2019-01-23 2018-12-31 13F SPDR S&P INSURANCE ETF ETF 78464A789 3,283 -26 92 0.0056
2019-06-03 2018-09-30 13F/A-9 SPDR S&P INSURANCE ETF ETF 78464A789 3,309 -2,779 -45.65 106 -41.44 0.0043
2018-10-25 2018-09-30 13F SPDR S&P INSURANCE ETF ETF 78464A789 3,309 -2,779 106 0.0043
2019-06-03 2018-06-30 13F/A-8 SPDR S&P INSURANCE ETF ETF 78464A789 6,088 -3,476 -36.34 181 -38.44 0.0076
2018-08-07 2018-06-30 13F SPDR S&P INSURANCE ETF ETF 78464A789 6,088 -3,672 181
2019-06-03 2018-03-31 13F/A-7 SPDR S&P INSURANCE ETF ETF 78464A789 9,564 0 0.00 294 0.00 0.0133
2018-05-09 2018-03-31 13F SPDR S&P INSURANCE ETF ETF 78464A789 9,760 196 303
2019-06-03 2017-12-31 13F/A-6 SPDR S&P INSURANCE ETF ETF 78464A789 9,564 7,714 416.97 294 77.11 0.0133
2018-01-24 2017-12-31 13F SPDR S&P INSURANCE ETF ETF 78464A789 9,564 7,714 294
2017-10-30 2017-09-30 13F SPDR S&P INSURANCE ETF ETF 78464A789 1,850 3 0.16 166 1.84 0.0066
2019-06-03 2017-06-30 13F/A-5 SPDR S&P INSURANCE ETF ETF 78464A789 1,847 -1,340 -42.05 163 -40.51 0.0069
2017-07-31 2017-06-30 13F SPDR S&P INSURANCE ETF ETF 78464A789 1,847 -1,340 163
2019-06-03 2017-03-31 13F/A-4 SPDR S&P INSURANCE ETF ETF 78464A789 3,187 1,932 153.94 274 163.46 0.0119
2017-04-26 2017-03-31 13F SPDR S&P INSURANCE ETF ETF 78464A789 3,187 1,932 274
2019-06-03 2016-12-31 13F/A-3 SPDR S&P INSURANCE ETF ETF 78464A789 1,255 5 0.40 104 11.83 0.0050
2017-02-14 2016-12-31 13F SPDR S&P INSURANCE ETF ETF 78464A789 1,255 5 104
2016-11-04 2016-09-30 13F SPDR S&P INSURANCE ETF ETF 78464A789 1,250 850 212.50 93 232.14 0.0048
2019-06-03 2016-06-30 13F/A-2 SPDR S&P INSURANCE ETF ETF 78464A789 400 -2,075 -83.84 28 -62.67 0.0016
2016-08-22 2016-06-30 13F SPDR S&P INSURANCE ETF ETF 78464A789 400 -2,075 28
2019-06-03 2016-03-31 13F/A-1 SPDR S&P INSURANCE ETF ETF 78464A789 2,475 2,075 518.75 75 167.86 0.0102
2016-05-02 2016-03-31 13F SPDR S&P INSURANCE ETF ETF 78464A789 400 0 28
2016-02-11 2015-12-31 13F SPDR S&P INSURANCE ETF ETF 78464A789 400 400 28 0.0019
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.