Gladstone Institutional Advisory’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Gladstone Institutional Advisory’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	-61,942	Closed	-$2.8M	–	678
2023 Q4	$2.8M	Buy	61,942 +38,636	+166%	+$1.7M	0.16%	164
2023 Q3	$991K	Buy	+23,306	New	+$988K	0.06%	268

Other funds holding KIE

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

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 Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Gladstone Institutional Advisory's KIE Position: Q1 2024 in Review

Gladstone Institutional Advisory sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2024, closing a stake of 61,942 shares — an estimated $2.8M sold.

Gladstone Institutional Advisory first reported a position in KIE in Q3 2023 and held it in 2 quarters. The position peaked at $2.8M in Q4 2023. 139 funds tracked by Wall St. Rank hold KIE as of Q1 2024.

Gladstone Institutional Advisory reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2024 after selling out during the quarter.
Gladstone Institutional Advisory sold 61,942 State Street SPDR S&P Insurance ETF shares in Q1 2024, an estimated $2.8M.
Gladstone Institutional Advisory first reported a position in State Street SPDR S&P Insurance ETF in Q3 2023 and held it in 2 quarters.
Gladstone Institutional Advisory's State Street SPDR S&P Insurance ETF position peaked at $2.8M in Q4 2023.
139 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2024.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2024, filed 14 May 2024.