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

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 $1.81T 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

Cetera Advisors's KIE Position: Q1 2024 in Review

Cetera Advisors increased its State Street SPDR S&P Insurance ETF (KIE) stake by 101% in Q1 2024, buying an estimated $347K and bringing the position to 14,285 shares worth $744K. The position accounts for 0.01% of the portfolio, ranked #1323.

Cetera Advisors first reported a position in KIE in Q1 2019 and has held it in 11 quarters since. 139 funds tracked by Wall St. Rank hold KIE as of Q1 2024.

Cetera Advisors held 14,285 shares of State Street SPDR S&P Insurance ETF worth $744K as of Q1 2024.
Cetera Advisors bought 7,169 State Street SPDR S&P Insurance ETF shares in Q1 2024, an estimated $347K.
State Street SPDR S&P Insurance ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1323 holding.
Cetera Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q1 2019 and has held it in 11 quarters since.
139 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.