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

Bartlett & Co’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	-26	Closed	-$1K	–	1232
2023 Q3	$1K	Hold	26	–	–	﹤0.01%	1102
2023 Q2	$1K	Buy	+26	New	+$1.04K	﹤0.01%	1097
2013 Q3	–	Sell	-153	Closed	-$3K	–	848
2013 Q2	$3K	Buy	+153	New	+$2.71K	﹤0.01%	685

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 $8.89B AUM 25.87% 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

Bartlett & Co's KIE Position: Q4 2023 in Review

Bartlett & Co sold out of State Street SPDR S&P Insurance ETF (KIE) in Q4 2023, closing a stake of 26 shares — an estimated $1K sold.

Bartlett & Co first reported a position in KIE in Q2 2013 and held it in 3 quarters. The position peaked at $3K in Q2 2013. 139 funds tracked by Wall St. Rank hold KIE as of Q4 2023.

Bartlett & Co reported no remaining State Street SPDR S&P Insurance ETF position as of Q4 2023 after selling out during the quarter.
Bartlett & Co sold 26 State Street SPDR S&P Insurance ETF shares in Q4 2023, an estimated $1K.
Bartlett & Co first reported a position in State Street SPDR S&P Insurance ETF in Q2 2013 and held it in 3 quarters.
Bartlett & Co's State Street SPDR S&P Insurance ETF position peaked at $3K in Q2 2013.
139 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.