Blue Trust Inc’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Blue Trust 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
2024 Q1	–	Sell	-10	Closed	–	–	2473
2023 Q4	$0	Buy	+10	New	+$439	﹤0.01%	2605

Other funds holding KIE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JCM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Blue Trust Inc's KIE Position: Q1 2024 in Review

Blue Trust Inc sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2024, closing a stake of 10 shares.

Blue Trust Inc first reported a position in KIE in Q4 2023 and held it in 1 quarter. The position peaked at $0 in Q4 2023. 139 funds tracked by Wall St. Rank hold KIE as of Q1 2024.

Blue Trust Inc reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2024 after selling out during the quarter.
Blue Trust Inc sold 10 State Street SPDR S&P Insurance ETF shares in Q1 2024.
Blue Trust Inc first reported a position in State Street SPDR S&P Insurance ETF in Q4 2023 and held it in 1 quarter.
Blue Trust Inc's State Street SPDR S&P Insurance ETF position peaked at $0 in Q4 2023.
139 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2024.

Based on Blue Trust Inc's 13F filing for Q1 2024, filed 1 May 2024.