Advisors Preferred’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Advisors Preferred’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	-974	Closed	-$44.3K	–	238
2023 Q4	$44.3K	Buy	+974	New	+$42.8K	0.01%	176
2023 Q2	–	Sell	-1,022	Closed	-$40.4K	–	222
2023 Q1	$40.4K	Buy	+1,022	New	+$42.6K	0.01%	119
2018 Q2	–	Sell	-2,007	Closed	-$62K	–	244
2018 Q1	$62K	Buy	+2,007	New	+$62.3K	0.03%	158
2017 Q2	–	Sell	-2,850	Closed	-$82K	–	247
2017 Q1	$82K	Buy	+2,850	New	+$81.1K	0.04%	127
2016 Q1	–	Sell	-3,957	Closed	-$92K	–	244
2015 Q4	$92K	Sell	3,957 -2,679	-40%	-$63.2K	0.05%	70
2015 Q3	$149K	Buy	+6,636	New	+$154K	0.16%	40
2015 Q1	–	Sell	-3,021	Closed	-$67.2K	–	311
2014 Q4	$67.2K	Sell	3,021 -9,183	-75%	-$199K	0.03%	216
2014 Q3	$256K	Buy	+12,204	New	+$259K	0.17%	66
2014 Q2	–	Sell	-37,956	Closed	-$787K	–	400
2014 Q1	$787K	Buy	37,956 +34,389	+964%	+$697K	0.36%	81
2013 Q4	$75K	Buy	+3,567	New	+$71.8K	0.04%	168

Other funds holding KIE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Advisors Preferred's KIE Position: Q1 2024 in Review

Advisors Preferred sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2024, closing a stake of 974 shares — an estimated $44.3K sold.

Advisors Preferred first reported a position in KIE in Q4 2013 and held it in 10 quarters. The position peaked at $787K in Q1 2014. 139 funds tracked by Wall St. Rank hold KIE as of Q1 2024.

Advisors Preferred reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2024 after selling out during the quarter.
Advisors Preferred sold 974 State Street SPDR S&P Insurance ETF shares in Q1 2024, an estimated $44.3K.
Advisors Preferred first reported a position in State Street SPDR S&P Insurance ETF in Q4 2013 and held it in 10 quarters.
Advisors Preferred's State Street SPDR S&P Insurance ETF position peaked at $787K in Q1 2014.
139 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2024.

Based on Advisors Preferred's 13F filing for Q1 2024, filed 8 May 2024.