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

Insight Wealth Strategies’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 		– Sell
-168,446
Closed -$8.77M – 164
2024
Q1 		$8.77M Sell
168,446
-163,737
-49% -$7.93M 1.29% 20
2023
Q4 		$15M Buy
+332,183
New +$14.6M 2.43% 14

Other funds holding KIE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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 $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Insight Wealth Strategies's KIE Position: Q2 2024 in Review

Insight Wealth Strategies sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2024, closing a stake of 168,446 shares — an estimated $8.77M sold.

Insight Wealth Strategies first reported a position in KIE in Q4 2023 and held it in 2 quarters. The position peaked at $15M in Q4 2023. 137 funds tracked by Wall St. Rank hold KIE as of Q2 2024.

  • Insight Wealth Strategies reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2024 after selling out during the quarter.
  • Insight Wealth Strategies sold 168,446 State Street SPDR S&P Insurance ETF shares in Q2 2024, an estimated $8.77M.
  • Insight Wealth Strategies first reported a position in State Street SPDR S&P Insurance ETF in Q4 2023 and held it in 2 quarters.
  • Insight Wealth Strategies's State Street SPDR S&P Insurance ETF position peaked at $15M in Q4 2023.
  • 137 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2024.

Based on Insight Wealth Strategies's 13F filing for Q2 2024, filed 8 Jul 2024.