Cary Street Partners Investment Advisory’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Cary Street Partners Investment Advisory’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 Q4	–	Sell	-6,514	Closed	-$370K	–	652
2024 Q3	$370K	Hold	6,514	–	–	0.01%	564
2024 Q2	$325K	Sell	6,514 -213	-3%	-$10.7K	0.01%	574
2024 Q1	$350K	Buy	+6,727	New	+$326K	0.01%	527

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JSAM

J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cary Street Partners Investment Advisory's KIE Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of State Street SPDR S&P Insurance ETF (KIE) in Q4 2024, closing a stake of 6,514 shares — an estimated $370K sold.

Cary Street Partners Investment Advisory first reported a position in KIE in Q1 2024 and held it in 3 quarters. The position peaked at $370K in Q3 2024. 173 funds tracked by Wall St. Rank hold KIE as of Q4 2024.

Cary Street Partners Investment Advisory reported no remaining State Street SPDR S&P Insurance ETF position as of Q4 2024 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 6,514 State Street SPDR S&P Insurance ETF shares in Q4 2024, an estimated $370K.
Cary Street Partners Investment Advisory first reported a position in State Street SPDR S&P Insurance ETF in Q1 2024 and held it in 3 quarters.
Cary Street Partners Investment Advisory's State Street SPDR S&P Insurance ETF position peaked at $370K in Q3 2024.
173 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.