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ICA Group Wealth Management’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

ICA Group Wealth 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
2024
Q2 		$9.97K Hold
200
– – 0.01% 485
2024
Q1 		$10.4K Buy
+200
New +$9.69K ﹤0.01% 876

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
Citigroup
Citigroup New York $303B AUM 53.02% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ICA Group Wealth Management's KIE Position: Q2 2024 in Review

ICA Group Wealth Management held its State Street SPDR S&P Insurance ETF (KIE) position steady in Q2 2024 at 200 shares worth $9.97K. The position accounts for 0.01% of the portfolio, ranked #485.

ICA Group Wealth Management first reported a position in KIE in Q1 2024 and has held it in 2 quarters since. The position peaked at $10.4K in Q1 2024. 137 funds tracked by Wall St. Rank hold KIE as of Q2 2024.

  • ICA Group Wealth Management held 200 shares of State Street SPDR S&P Insurance ETF worth $9.97K as of Q2 2024.
  • ICA Group Wealth Management left its State Street SPDR S&P Insurance ETF share count unchanged in Q2 2024.
  • State Street SPDR S&P Insurance ETF made up 0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #485 holding.
  • ICA Group Wealth Management first reported a position in State Street SPDR S&P Insurance ETF in Q1 2024 and has held it in 2 quarters since.
  • ICA Group Wealth Management's State Street SPDR S&P Insurance ETF position peaked at $10.4K in Q1 2024.
  • 137 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.