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All Season Financial Advisors’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

All Season Financial Advisors’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
Q2 		– Sell
-10,342
Closed -$539K – 106
2024
Q1 		$539K Sell
10,342
-134
-1% -$6.49K 0.45% 61
2023
Q4 		$474K Buy
10,476
+4,363
+71% +$192K 0.4% 70
2023
Q3 		$260K Buy
+6,113
New +$259K 0.26% 81
2021
Q3 		– Sell
-15,813
Closed -$609K – 141
2021
Q2 		$609K Buy
+15,813
New +$615K 0.44% 45

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
Citigroup
Citigroup New York $235B AUM 32.99% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

All Season Financial Advisors's KIE Position: Q2 2024 in Review

All Season Financial Advisors sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2024, closing a stake of 10,342 shares — an estimated $539K sold.

All Season Financial Advisors first reported a position in KIE in Q2 2021 and held it in 4 quarters. The position peaked at $609K in Q2 2021. 137 funds tracked by Wall St. Rank hold KIE as of Q2 2024.

  • All Season Financial Advisors reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2024 after selling out during the quarter.
  • All Season Financial Advisors sold 10,342 State Street SPDR S&P Insurance ETF shares in Q2 2024, an estimated $539K.
  • All Season Financial Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q2 2021 and held it in 4 quarters.
  • All Season Financial Advisors's State Street SPDR S&P Insurance ETF position peaked at $609K in Q2 2021.
  • 137 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2024.

Based on All Season Financial Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.