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Carmichael Hill & Associates’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Carmichael Hill & Associates’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
-26
Closed -$1.18K – 798
2023
Q4 		$1.18K Buy
+26
New +$1.14K ﹤0.01% 734

Other funds holding KIE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
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
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Carmichael Hill & Associates's KIE Position: Q1 2024 in Review

Carmichael Hill & Associates sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2024, closing a stake of 26 shares — an estimated $1.18K sold.

Carmichael Hill & Associates first reported a position in KIE in Q4 2023 and held it in 1 quarter. The position peaked at $1.18K in Q4 2023. 139 funds tracked by Wall St. Rank hold KIE as of Q1 2024.

  • Carmichael Hill & Associates reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2024 after selling out during the quarter.
  • Carmichael Hill & Associates sold 26 State Street SPDR S&P Insurance ETF shares in Q1 2024, an estimated $1.18K.
  • Carmichael Hill & Associates first reported a position in State Street SPDR S&P Insurance ETF in Q4 2023 and held it in 1 quarter.
  • Carmichael Hill & Associates's State Street SPDR S&P Insurance ETF position peaked at $1.18K in Q4 2023.
  • 139 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2024.

Based on Carmichael Hill & Associates's 13F filing for Q1 2024, filed 24 Apr 2024.