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CA
Cetera Advisors’s
State Street SPDR S&P Insurance ETF
KIE
Stock Holding History
Cetera Advisors’s Portfolio
KIE Stock Details
KIE Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q1
$744K
Buy
14,285
+7,169
+101%
+$347K
0.01%
1323
2023
Q4
$322K
Sell
7,116
-1,046
-13%
-$45.9K
﹤0.01%
1378
2023
Q3
$347K
Sell
8,162
-487
-6%
-$20.6K
0.01%
1247
2023
Q2
$354K
Sell
8,649
-493
-5%
-$19.6K
0.01%
1220
2023
Q1
$360K
Sell
9,142
-874
-9%
-$36.4K
0.01%
1192
2022
Q4
$410K
Buy
10,016
+3,564
+55%
+$144K
0.01%
1071
2022
Q3
$233K
Buy
6,452
+3
+0%
+$114
0.01%
1073
2022
Q2
$244K
Buy
6,449
+642
+11%
+$25.3K
0.01%
1133
2022
Q1
$244K
Sell
5,807
-21
-0.4%
-$846
﹤0.01%
1206
2021
Q4
$235K
Buy
+5,828
New
+$234K
﹤0.01%
1239
2019
Q2
–
Sell
-3,471
Closed
-$107K
–
1136
2019
Q1
$107K
Buy
+3,471
New
+$106K
0.01%
884
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
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
Toronto, Ontario, Canada
$269B AUM
31.4%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
Citigroup
New York
$235B AUM
32.99%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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