Kovack Advisors’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Kovack 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
2023 Q2	–	Sell	-17,424	Closed	-$686K	–	617
2023 Q1	$686K	Sell	17,424 -6,836	-28%	-$285K	0.09%	220
2022 Q4	$993K	Buy	+24,260	New	+$979K	0.15%	148

Other funds holding KIE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

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

CPA

Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return

Kovack Advisors's KIE Position: Q2 2023 in Review

Kovack Advisors sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2023, closing a stake of 17,424 shares — an estimated $686K sold.

Kovack Advisors first reported a position in KIE in Q4 2022 and held it in 2 quarters. The position peaked at $993K in Q4 2022. 118 funds tracked by Wall St. Rank hold KIE as of Q2 2023.

Kovack Advisors reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2023 after selling out during the quarter.
Kovack Advisors sold 17,424 State Street SPDR S&P Insurance ETF shares in Q2 2023, an estimated $686K.
Kovack Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q4 2022 and held it in 2 quarters.
Kovack Advisors's State Street SPDR S&P Insurance ETF position peaked at $993K in Q4 2022.
118 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2023.

Based on Kovack Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.