Ayalon Insurance Company’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Ayalon Insurance Company’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
2023 Q4	–	Sell	-12,370	Closed	-$526K	–	83
2023 Q3	$526K	Hold	12,370	–	–	0.22%	68
2023 Q2	$506K	Hold	12,370	–	–	0.21%	67
2023 Q1	$487K	Sell	12,370 -30,690	-71%	-$1.28M	0.21%	67
2022 Q4	$1.76M	Sell	43,060 -21,900	-34%	-$883K	0.83%	30
2022 Q3	$2.35M	Hold	64,960	–	–	1.11%	26
2022 Q2	$2.46M	Hold	64,960	–	–	1.17%	24
2022 Q1	$2.73M	Buy	+64,960	New	+$2.62M	0.93%	25
2016 Q4	$1.82M	Hold	66,000	–	–	1.54%	16
2016 Q3	$1.63M	Hold	66,000	–	–	1.38%	18
2016 Q2	$1.56M	Hold	66,000	–	–	1.31%	16
2016 Q1	$1.54M	Sell	66,000 -960	-1%	-$21.1K	1.29%	15
2015 Q4	$1.55M	Hold	66,960	–	–	1.31%	18
2015 Q3	$1.55M	Sell	66,960 -6,825	-9%	-$158K	1.3%	18
2015 Q2	$1.71M	Hold	73,785	–	–	1.23%	17
2015 Q1	$1.65M	Buy	+73,785	New	+$1.62M	1.01%	20

Other funds holding KIE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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 $269B AUM 31.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JCM

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Ayalon Insurance Company's KIE Position: Q4 2023 in Review

Ayalon Insurance Company sold out of State Street SPDR S&P Insurance ETF (KIE) in Q4 2023, closing a stake of 12,370 shares — an estimated $526K sold.

Ayalon Insurance Company first reported a position in KIE in Q1 2015 and held it in 15 quarters. The position peaked at $2.73M in Q1 2022. 139 funds tracked by Wall St. Rank hold KIE as of Q4 2023.

Ayalon Insurance Company reported no remaining State Street SPDR S&P Insurance ETF position as of Q4 2023 after selling out during the quarter.
Ayalon Insurance Company sold 12,370 State Street SPDR S&P Insurance ETF shares in Q4 2023, an estimated $526K.
Ayalon Insurance Company first reported a position in State Street SPDR S&P Insurance ETF in Q1 2015 and held it in 15 quarters.
Ayalon Insurance Company's State Street SPDR S&P Insurance ETF position peaked at $2.73M in Q1 2022.
139 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2023.

Based on Ayalon Insurance Company's 13F filing for Q4 2023, filed 16 Jan 2024.