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Consolidated Portfolio Review Corp’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Consolidated Portfolio Review Corp’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
2023
Q4 		– Sell
-5,328
Closed -$227K – 312
2023
Q3 		$227K Buy
5,328
+16
+0.3% +$678 0.06% 281
2023
Q2 		$217K Buy
+5,312
New +$212K 0.05% 287

Other funds holding KIE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Consolidated Portfolio Review Corp's KIE Position: Q4 2023 in Review

Consolidated Portfolio Review Corp sold out of State Street SPDR S&P Insurance ETF (KIE) in Q4 2023, closing a stake of 5,328 shares — an estimated $227K sold.

Consolidated Portfolio Review Corp first reported a position in KIE in Q2 2023 and held it in 2 quarters. The position peaked at $227K in Q3 2023. 139 funds tracked by Wall St. Rank hold KIE as of Q4 2023.

  • Consolidated Portfolio Review Corp reported no remaining State Street SPDR S&P Insurance ETF position as of Q4 2023 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 5,328 State Street SPDR S&P Insurance ETF shares in Q4 2023, an estimated $227K.
  • Consolidated Portfolio Review Corp first reported a position in State Street SPDR S&P Insurance ETF in Q2 2023 and held it in 2 quarters.
  • Consolidated Portfolio Review Corp's State Street SPDR S&P Insurance ETF position peaked at $227K in Q3 2023.
  • 139 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2023.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2023, filed 29 Jan 2024.