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Baker Avenue Asset Management’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Baker Avenue Asset 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
Q3 		– Sell
-29,724
Closed -$1.48M – 436
2024
Q2 		$1.48M Buy
29,724
+19,673
+196% +$985K 0.05% 197
2024
Q1 		$523K Sell
10,051
-437
-4% -$21.2K 0.02% 258
2023
Q4 		$474K Buy
+10,488
New +$461K 0.02% 258

Other funds holding KIE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
MCM
Moore Capital Management New York $6.74B AUM 45.87% 1-Year Est. Return

Baker Avenue Asset Management's KIE Position: Q3 2024 in Review

Baker Avenue Asset Management sold out of State Street SPDR S&P Insurance ETF (KIE) in Q3 2024, closing a stake of 29,724 shares — an estimated $1.48M sold.

Baker Avenue Asset Management first reported a position in KIE in Q4 2023 and held it in 3 quarters. The position peaked at $1.48M in Q2 2024. 149 funds tracked by Wall St. Rank hold KIE as of Q3 2024.

  • Baker Avenue Asset Management reported no remaining State Street SPDR S&P Insurance ETF position as of Q3 2024 after selling out during the quarter.
  • Baker Avenue Asset Management sold 29,724 State Street SPDR S&P Insurance ETF shares in Q3 2024, an estimated $1.48M.
  • Baker Avenue Asset Management first reported a position in State Street SPDR S&P Insurance ETF in Q4 2023 and held it in 3 quarters.
  • Baker Avenue Asset Management's State Street SPDR S&P Insurance ETF position peaked at $1.48M in Q2 2024.
  • 149 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2024.

Based on Baker Avenue Asset Management's 13F filing for Q3 2024, filed 4 Nov 2024.