J.W. Cole Advisors’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

J.W. Cole Advisors’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 Q4	–	Sell	-7,378	Closed	-$419K	–	982
2024 Q3	$419K	Buy	+7,378	New	+$397K	0.02%	667

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

JSAM

J. Safra Asset Management New York $1.86B AUM 22.95% 1-Year Est. Return

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

J.W. Cole Advisors's KIE Position: Q4 2024 in Review

J.W. Cole Advisors sold out of State Street SPDR S&P Insurance ETF (KIE) in Q4 2024, closing a stake of 7,378 shares — an estimated $419K sold.

J.W. Cole Advisors first reported a position in KIE in Q3 2024 and held it in 1 quarter. The position peaked at $419K in Q3 2024. 173 funds tracked by Wall St. Rank hold KIE as of Q4 2024.

J.W. Cole Advisors reported no remaining State Street SPDR S&P Insurance ETF position as of Q4 2024 after selling out during the quarter.
J.W. Cole Advisors sold 7,378 State Street SPDR S&P Insurance ETF shares in Q4 2024, an estimated $419K.
J.W. Cole Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q3 2024 and held it in 1 quarter.
J.W. Cole Advisors's State Street SPDR S&P Insurance ETF position peaked at $419K in Q3 2024.
173 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2024.

Based on J.W. Cole Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.