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

Imprint Wealth’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	$207K	Buy	+4,000	New	+$194K	0.05%	281

Other funds holding KIE

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $269B AUM 31.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Imprint Wealth's KIE Position: Q1 2024 in Review

Imprint Wealth opened a new position in State Street SPDR S&P Insurance ETF (KIE) in Q1 2024: 4,000 shares worth $207K. The stake represents 0.05% of the portfolio and ranks #281 among its holdings.

139 funds tracked by Wall St. Rank hold KIE as of Q1 2024.

Imprint Wealth held 4,000 shares of State Street SPDR S&P Insurance ETF worth $207K as of Q1 2024.
State Street SPDR S&P Insurance ETF was a new Imprint Wealth position in Q1 2024.
State Street SPDR S&P Insurance ETF made up 0.05% of Imprint Wealth's portfolio in Q1 2024, its #281 holding.
139 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.