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Able Wealth Management’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Able Wealth Management’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
2024
Q1 		– Sell
-25
Closed -$1.13K – 347
2023
Q4 		$1.13K Buy
+25
New +$1.1K ﹤0.01% 509

Other funds holding KIE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Able Wealth Management's KIE Position: Q1 2024 in Review

Able Wealth Management sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2024, closing a stake of 25 shares — an estimated $1.13K sold.

Able Wealth Management first reported a position in KIE in Q4 2023 and held it in 1 quarter. The position peaked at $1.13K in Q4 2023. 139 funds tracked by Wall St. Rank hold KIE as of Q1 2024.

  • Able Wealth Management reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 25 State Street SPDR S&P Insurance ETF shares in Q1 2024, an estimated $1.13K.
  • Able Wealth Management first reported a position in State Street SPDR S&P Insurance ETF in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's State Street SPDR S&P Insurance ETF position peaked at $1.13K in Q4 2023.
  • 139 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.