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Jaffetilchin Investment Partners’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Jaffetilchin Investment Partners’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
Q4 		– Sell
-7,128
Closed -$303K – 364
2023
Q3 		$303K Buy
+7,128
New +$302K 0.03% 260

Other funds holding KIE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Jaffetilchin Investment Partners's KIE Position: Q4 2023 in Review

Jaffetilchin Investment Partners sold out of State Street SPDR S&P Insurance ETF (KIE) in Q4 2023, closing a stake of 7,128 shares — an estimated $303K sold.

Jaffetilchin Investment Partners first reported a position in KIE in Q3 2023 and held it in 1 quarter. The position peaked at $303K in Q3 2023. 139 funds tracked by Wall St. Rank hold KIE as of Q4 2023.

  • Jaffetilchin Investment Partners reported no remaining State Street SPDR S&P Insurance ETF position as of Q4 2023 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 7,128 State Street SPDR S&P Insurance ETF shares in Q4 2023, an estimated $303K.
  • Jaffetilchin Investment Partners first reported a position in State Street SPDR S&P Insurance ETF in Q3 2023 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's State Street SPDR S&P Insurance ETF position peaked at $303K in Q3 2023.
  • 139 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2023.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2023, filed 13 Feb 2024.