Jackson Financial Management’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Jackson Financial 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
2019 Q4	$4.29M	Buy	+121,093	New	+$4.23M	2.22%	15

Other funds holding KIE

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jackson Financial Management's KIE Position: Q4 2019 in Review

Jackson Financial Management opened a new position in State Street SPDR S&P Insurance ETF (KIE) in Q4 2019: 121,093 shares worth $4.29M. The stake represents 2.22% of the portfolio and ranks #15 among its holdings.

115 funds tracked by Wall St. Rank hold KIE as of Q4 2019.

Jackson Financial Management held 121,093 shares of State Street SPDR S&P Insurance ETF worth $4.29M as of Q4 2019.
State Street SPDR S&P Insurance ETF was a new Jackson Financial Management position in Q4 2019.
State Street SPDR S&P Insurance ETF made up 2.22% of Jackson Financial Management's portfolio in Q4 2019, its #15 holding.
115 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2019.

Based on Jackson Financial Management's 13F filing for Q4 2019, filed 17 Jan 2020.