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

Belpointe 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
Q2 		– Sell
-60,336
Closed -$3.14M – 897
2024
Q1 		$3.14M Buy
+60,336
New +$2.92M 0.24% 90
2023
Q2 		– Sell
-2,645
Closed -$104K – 2054
2023
Q1 		$104K Sell
2,645
-256
-9% -$10.7K 0.01% 1280
2022
Q4 		$119K Sell
2,901
-277
-9% -$11.2K 0.01% 1151
2022
Q3 		$115K Sell
3,178
-359
-10% -$13.7K 0.01% 1097
2022
Q2 		$134K Sell
3,537
-791
-18% -$31.2K 0.01% 987
2022
Q1 		$182K Buy
+4,328
New +$174K 0.01% 952

Other funds holding KIE

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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 $157B 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 $245B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return