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

IHT 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
2023 Q3	–	Sell	-5,242	Closed	-$214K	–	999
2023 Q2	$214K	Buy	5,242 +109	+2%	+$4.34K	0.01%	855
2023 Q1	$202K	Sell	5,133 -4,906	-49%	-$204K	0.01%	858
2022 Q4	$411K	Buy	+10,039	New	+$405K	0.03%	547
2022 Q2	–	Sell	-7,395	Closed	-$311K	–	778
2022 Q1	$311K	Sell	7,395 -33	-0.4%	-$1.33K	0.02%	559
2021 Q4	$300K	Buy	7,428 +2,078	+39%	+$83.3K	0.02%	613
2021 Q3	$202K	Buy	+5,350	New	+$206K	0.02%	736
2018 Q2	–	Sell	-573	Closed	-$17K	–	929
2018 Q1	$17K	Buy	573 +97	+20%	+$3.01K	﹤0.01%	1033
2017 Q4	$15K	Buy	476 +149	+46%	+$4.57K	﹤0.01%	1070
2017 Q3	$10K	Buy	327 +111	+51%	+$3.31K	﹤0.01%	968
2017 Q2	$59K	Buy	216 +198	+1,100%	+$5.7K	0.03%	474
2017 Q1	$1K	Hold	18	–	–	﹤0.01%	1176
2016 Q4	$0	Buy	+18	New	+$472	﹤0.01%	1208

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

FFM

Fullerton Fund Management Singapore $1.56B AUM 88.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

IHT Wealth Management's KIE Position: Q3 2023 in Review

IHT Wealth Management sold out of State Street SPDR S&P Insurance ETF (KIE) in Q3 2023, closing a stake of 5,242 shares — an estimated $214K sold.

IHT Wealth Management first reported a position in KIE in Q4 2016 and held it in 12 quarters. The position peaked at $411K in Q4 2022. 132 funds tracked by Wall St. Rank hold KIE as of Q3 2023.

IHT Wealth Management reported no remaining State Street SPDR S&P Insurance ETF position as of Q3 2023 after selling out during the quarter.
IHT Wealth Management sold 5,242 State Street SPDR S&P Insurance ETF shares in Q3 2023, an estimated $214K.
IHT Wealth Management first reported a position in State Street SPDR S&P Insurance ETF in Q4 2016 and held it in 12 quarters.
IHT Wealth Management's State Street SPDR S&P Insurance ETF position peaked at $411K in Q4 2022.
132 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2023.

Based on IHT Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.