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Camarda Financial Advisors’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Camarda Financial Advisors’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
-48,596
Closed -$1.99M – 72
2022
Q4 		$1.99M Buy
+48,596
New +$1.96M 2.01% 16

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

Camarda Financial Advisors's KIE Position: Q1 2023 in Review

Camarda Financial Advisors sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2023, closing a stake of 48,596 shares — an estimated $1.99M sold.

Camarda Financial Advisors first reported a position in KIE in Q4 2022 and held it in 1 quarter. The position peaked at $1.99M in Q4 2022. 128 funds tracked by Wall St. Rank hold KIE as of Q1 2023.

  • Camarda Financial Advisors reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2023 after selling out during the quarter.
  • Camarda Financial Advisors sold 48,596 State Street SPDR S&P Insurance ETF shares in Q1 2023, an estimated $1.99M.
  • Camarda Financial Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q4 2022 and held it in 1 quarter.
  • Camarda Financial Advisors's State Street SPDR S&P Insurance ETF position peaked at $1.99M in Q4 2022.
  • 128 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2023.

Based on Camarda Financial Advisors's 13F filing for Q1 2023, filed 11 May 2023.