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

Freedom 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
Q1 		– Sell
-32,951
Closed -$1.35M – 747
2022
Q4 		$1.35M Buy
+32,951
New +$1.33M 0.15% 179

Other funds holding KIE

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MFS
Mirabella Financial Services London, United Kingdom $1.06B AUM 19.83% 1-Year Est. Return
CPA
Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Freedom Investment Management's KIE Position: Q1 2023 in Review

Freedom Investment Management sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2023, closing a stake of 32,951 shares — an estimated $1.35M sold.

Freedom Investment Management first reported a position in KIE in Q4 2022 and held it in 1 quarter. The position peaked at $1.35M in Q4 2022. 128 funds tracked by Wall St. Rank hold KIE as of Q1 2023.

  • Freedom Investment Management reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2023 after selling out during the quarter.
  • Freedom Investment Management sold 32,951 State Street SPDR S&P Insurance ETF shares in Q1 2023, an estimated $1.35M.
  • Freedom Investment Management first reported a position in State Street SPDR S&P Insurance ETF in Q4 2022 and held it in 1 quarter.
  • Freedom Investment Management's State Street SPDR S&P Insurance ETF position peaked at $1.35M in Q4 2022.
  • 128 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2023.

Based on Freedom Investment Management's 13F filing for Q1 2023, filed 15 May 2023.