Family Asset Management’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Family Asset 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 Q4	–	Sell	-15	Closed	-$638	–	198
2023 Q3	$638	Hold	15	–	–	﹤0.01%	176
2023 Q2	$613	Hold	15	–	–	﹤0.01%	180
2023 Q1	$590	Hold	15	–	–	﹤0.01%	173
2022 Q4	$614	Buy	+15	New	+$605	﹤0.01%	162

Other funds holding KIE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 New York $235B AUM 32.99% 1-Year Est. Return

Family Asset Management's KIE Position: Q4 2023 in Review

Family Asset Management sold out of State Street SPDR S&P Insurance ETF (KIE) in Q4 2023, closing a stake of 15 shares — an estimated $638 sold.

Family Asset Management first reported a position in KIE in Q4 2022 and held it in 4 quarters. The position peaked at $638 in Q3 2023. 139 funds tracked by Wall St. Rank hold KIE as of Q4 2023.

Family Asset Management reported no remaining State Street SPDR S&P Insurance ETF position as of Q4 2023 after selling out during the quarter.
Family Asset Management sold 15 State Street SPDR S&P Insurance ETF shares in Q4 2023, an estimated $638.
Family Asset Management first reported a position in State Street SPDR S&P Insurance ETF in Q4 2022 and held it in 4 quarters.
Family Asset Management's State Street SPDR S&P Insurance ETF position peaked at $638 in Q3 2023.
139 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2023.

Based on Family Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.