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EverSource Wealth Advisors’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

EverSource Wealth 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 		– Sell
-500
Closed -$22.6K – 2951
2023
Q4 		$22.6K Sell
500
-500
-50% -$22K ﹤0.01% 1180
2023
Q3 		$42.5K Hold
1,000
– – ﹤0.01% 876
2023
Q2 		$40.9K Buy
1,000
+350
+54% +$13.9K ﹤0.01% 919
2023
Q1 		$25.6K Buy
650
+410
+171% +$17.1K ﹤0.01% 997
2022
Q4 		$9.83K Buy
+240
New +$9.68K ﹤0.01% 1339

Other funds holding KIE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
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
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

EverSource Wealth Advisors's KIE Position: Q1 2024 in Review

EverSource Wealth Advisors sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2024, closing a stake of 500 shares — an estimated $22.6K sold.

EverSource Wealth Advisors first reported a position in KIE in Q4 2022 and held it in 5 quarters. The position peaked at $42.5K in Q3 2023. 139 funds tracked by Wall St. Rank hold KIE as of Q1 2024.

  • EverSource Wealth Advisors reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 500 State Street SPDR S&P Insurance ETF shares in Q1 2024, an estimated $22.6K.
  • EverSource Wealth Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q4 2022 and held it in 5 quarters.
  • EverSource Wealth Advisors's State Street SPDR S&P Insurance ETF position peaked at $42.5K in Q3 2023.
  • 139 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2024.

Based on EverSource Wealth Advisors's 13F filing for Q1 2024, filed 13 May 2024.