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

Bensler’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 Q1	–	Sell	-7,789	Closed	-$352K	–	162
2023 Q4	$352K	Sell	7,789 -2,814	-27%	-$124K	0.06%	117
2023 Q3	$451K	Buy	10,603 +1,216	+13%	+$51.5K	0.09%	107
2023 Q2	$384K	Buy	9,387 +530	+6%	+$21.1K	0.07%	115
2023 Q1	$349K	Buy	8,857 +2,776	+46%	+$116K	0.07%	115
2022 Q4	$249K	Buy	+6,081	New	+$245K	0.06%	138

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

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

FMI

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

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

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bensler's KIE Position: Q1 2024 in Review

Bensler sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2024, closing a stake of 7,789 shares — an estimated $352K sold.

Bensler first reported a position in KIE in Q4 2022 and held it in 5 quarters. The position peaked at $451K in Q3 2023. 139 funds tracked by Wall St. Rank hold KIE as of Q1 2024.

Bensler reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2024 after selling out during the quarter.
Bensler sold 7,789 State Street SPDR S&P Insurance ETF shares in Q1 2024, an estimated $352K.
Bensler first reported a position in State Street SPDR S&P Insurance ETF in Q4 2022 and held it in 5 quarters.
Bensler's State Street SPDR S&P Insurance ETF position peaked at $451K in Q3 2023.
139 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2024.

Based on Bensler's 13F filing for Q1 2024, filed 30 Apr 2024.