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

Bartlett & Co 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 Q4	–	Sell	-206	Closed	-$11.7K	–	1139
2024 Q3	$11.7K	Hold	206	–	–	﹤0.01%	896
2024 Q2	$10.3K	Buy	+206	New	+$10.3K	﹤0.01%	914
2023 Q4	–	Sell	-26	Closed	-$1.11K	–	1263
2023 Q3	$1.11K	Hold	26	–	–	﹤0.01%	1107
2023 Q2	$1.06K	Buy	+26	New	+$1.04K	﹤0.01%	1098

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JSAM

J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return

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

FMI

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bartlett & Co Wealth Management's KIE Position: Q4 2024 in Review

Bartlett & Co Wealth Management sold out of State Street SPDR S&P Insurance ETF (KIE) in Q4 2024, closing a stake of 206 shares — an estimated $11.7K sold.

Bartlett & Co Wealth Management first reported a position in KIE in Q2 2023 and held it in 4 quarters. The position peaked at $11.7K in Q3 2024. 173 funds tracked by Wall St. Rank hold KIE as of Q4 2024.

Bartlett & Co Wealth Management reported no remaining State Street SPDR S&P Insurance ETF position as of Q4 2024 after selling out during the quarter.
Bartlett & Co Wealth Management sold 206 State Street SPDR S&P Insurance ETF shares in Q4 2024, an estimated $11.7K.
Bartlett & Co Wealth Management first reported a position in State Street SPDR S&P Insurance ETF in Q2 2023 and held it in 4 quarters.
Bartlett & Co Wealth Management's State Street SPDR S&P Insurance ETF position peaked at $11.7K in Q3 2024.
173 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.