CSC
KIE icon

Caldwell Sutter Capital’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Caldwell Sutter Capital’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
Q3 		– Sell
-11
Closed -$548 – 920
2024
Q2 		$548 Hold
11
– – ﹤0.01% 859
2024
Q1 		$573 Hold
11
– – ﹤0.01% 852
2023
Q4 		$497 Buy
+11
New +$483 ﹤0.01% 881

Other funds holding KIE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
MCM
Moore Capital Management New York $6.74B AUM 45.87% 1-Year Est. Return

Caldwell Sutter Capital's KIE Position: Q3 2024 in Review

Caldwell Sutter Capital sold out of State Street SPDR S&P Insurance ETF (KIE) in Q3 2024, closing a stake of 11 shares — an estimated $548 sold.

Caldwell Sutter Capital first reported a position in KIE in Q4 2023 and held it in 3 quarters. The position peaked at $573 in Q1 2024. 149 funds tracked by Wall St. Rank hold KIE as of Q3 2024.

  • Caldwell Sutter Capital reported no remaining State Street SPDR S&P Insurance ETF position as of Q3 2024 after selling out during the quarter.
  • Caldwell Sutter Capital sold 11 State Street SPDR S&P Insurance ETF shares in Q3 2024, an estimated $548.
  • Caldwell Sutter Capital first reported a position in State Street SPDR S&P Insurance ETF in Q4 2023 and held it in 3 quarters.
  • Caldwell Sutter Capital's State Street SPDR S&P Insurance ETF position peaked at $573 in Q1 2024.
  • 149 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2024.

Based on Caldwell Sutter Capital's 13F filing for Q3 2024, filed 25 Oct 2024.