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

Centaurus Financial’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 Q2	–	Sell	-30,294	Closed	-$1.58M	–	827
2024 Q1	$1.58M	Buy	+30,294	New	+$1.47M	0.11%	175
2019 Q3	–	Sell	-30,676	Closed	-$1.04M	–	524
2019 Q2	$1.04M	Buy	+30,676	New	+$1.01M	0.16%	146
2018 Q4	–	Sell	-3,000	Closed	-$105K	–	514
2018 Q3	$105K	Sell	3,000 -14,169	-83%	-$447K	0.02%	515
2018 Q2	$512K	Buy	17,169 +12,493	+267%	+$384K	0.07%	306
2018 Q1	$145K	Sell	4,676 -2,571	-35%	-$79.8K	0.03%	378
2017 Q4	$222K	Buy	+7,247	New	+$222K	0.06%	284

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

Citigroup New York $303B AUM 53.02% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

Centaurus Financial's KIE Position: Q2 2024 in Review

Centaurus Financial sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2024, closing a stake of 30,294 shares — an estimated $1.58M sold.

Centaurus Financial first reported a position in KIE in Q4 2017 and held it in 6 quarters. The position peaked at $1.58M in Q1 2024. 137 funds tracked by Wall St. Rank hold KIE as of Q2 2024.

Centaurus Financial reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2024 after selling out during the quarter.
Centaurus Financial sold 30,294 State Street SPDR S&P Insurance ETF shares in Q2 2024, an estimated $1.58M.
Centaurus Financial first reported a position in State Street SPDR S&P Insurance ETF in Q4 2017 and held it in 6 quarters.
Centaurus Financial's State Street SPDR S&P Insurance ETF position peaked at $1.58M in Q1 2024.
137 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2024.

Based on Centaurus Financial's 13F filing for Q2 2024, filed 23 Sep 2024.