BEI
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Benjamin Edwards Inc’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Benjamin Edwards Inc’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
Q1 		– Sell
-26
Closed -$1K – 735
2022
Q4 		$1K Hold
26
– – ﹤0.01% 703
2022
Q3 		$1K Hold
26
– – ﹤0.01% 688
2022
Q2 		$1K Buy
+26
New +$1.02K ﹤0.01% 691

Other funds holding KIE

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MFS
Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return
CPA
Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Benjamin Edwards Inc's KIE Position: Q1 2023 in Review

Benjamin Edwards Inc sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2023, closing a stake of 26 shares — an estimated $1K sold.

Benjamin Edwards Inc first reported a position in KIE in Q2 2022 and held it in 3 quarters. The position peaked at $1K in Q4 2022. 128 funds tracked by Wall St. Rank hold KIE as of Q1 2023.

  • Benjamin Edwards Inc reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2023 after selling out during the quarter.
  • Benjamin Edwards Inc sold 26 State Street SPDR S&P Insurance ETF shares in Q1 2023, an estimated $1K.
  • Benjamin Edwards Inc first reported a position in State Street SPDR S&P Insurance ETF in Q2 2022 and held it in 3 quarters.
  • Benjamin Edwards Inc's State Street SPDR S&P Insurance ETF position peaked at $1K in Q4 2022.
  • 128 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2023.

Based on Benjamin Edwards Inc's 13F filing for Q1 2023, filed 27 Apr 2023.