Contravisory Investment Management’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Contravisory Investment Management’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 Q2	–	Sell	-49	Closed	-$1.93K	–	340
2023 Q1	$1.93K	Hold	49	–	–	﹤0.01%	323
2022 Q4	$2.01K	Hold	49	–	–	﹤0.01%	307
2022 Q3	$2K	Buy	+49	New	+$1.87K	﹤0.01%	309
2014 Q2	–	Sell	-19,536	Closed	-$405K	–	163
2014 Q1	$405K	Buy	19,536 +1,044	+6%	+$21.2K	0.08%	51
2013 Q4	$389K	Buy	+18,492	New	+$372K	0.07%	49

Other funds holding KIE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

FMI

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CPA

Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return

Contravisory Investment Management's KIE Position: Q2 2023 in Review

Contravisory Investment Management sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2023, closing a stake of 49 shares — an estimated $1.93K sold.

Contravisory Investment Management first reported a position in KIE in Q4 2013 and held it in 5 quarters. The position peaked at $405K in Q1 2014. 118 funds tracked by Wall St. Rank hold KIE as of Q2 2023.

Contravisory Investment Management reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2023 after selling out during the quarter.
Contravisory Investment Management sold 49 State Street SPDR S&P Insurance ETF shares in Q2 2023, an estimated $1.93K.
Contravisory Investment Management first reported a position in State Street SPDR S&P Insurance ETF in Q4 2013 and held it in 5 quarters.
Contravisory Investment Management's State Street SPDR S&P Insurance ETF position peaked at $405K in Q1 2014.
118 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2023.

Based on Contravisory Investment Management's 13F filing for Q2 2023, filed 12 Jul 2023.