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

Cambridge Trust’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	$108K	Hold	2,075	–	–	﹤0.01%	330
2023 Q4	$93.8K	Hold	2,075	–	–	﹤0.01%	347
2023 Q3	$88.3K	Hold	2,075	–	–	﹤0.01%	357
2023 Q2	$84.8K	Hold	2,075	–	–	﹤0.01%	372
2023 Q1	$81.7K	Hold	2,075	–	–	﹤0.01%	383
2022 Q4	$85K	Hold	2,075	–	–	﹤0.01%	392
2022 Q3	$75K	Hold	2,075	–	–	﹤0.01%	403
2022 Q2	$79K	Hold	2,075	–	–	﹤0.01%	420
2022 Q1	$87K	Buy	+2,075	New	+$83.6K	﹤0.01%	454

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

Cambridge Trust's KIE Position: Q1 2024 in Review

Cambridge Trust held its State Street SPDR S&P Insurance ETF (KIE) position steady in Q1 2024 at 2,075 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #330.

Cambridge Trust first reported a position in KIE in Q1 2022 and has held it in 9 quarters since. 139 funds tracked by Wall St. Rank hold KIE as of Q1 2024.

Cambridge Trust held 2,075 shares of State Street SPDR S&P Insurance ETF worth $108K as of Q1 2024.
Cambridge Trust left its State Street SPDR S&P Insurance ETF share count unchanged in Q1 2024.
State Street SPDR S&P Insurance ETF made up ﹤0.01% of Cambridge Trust's portfolio in Q1 2024, its #330 holding.
Cambridge Trust first reported a position in State Street SPDR S&P Insurance ETF in Q1 2022 and has held it in 9 quarters since.
139 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.