Ladenburg Thalmann Financial Services’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Ladenburg Thalmann Financial Services’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	$937K	Sell	26,479 -9,574	-27%	-$335K	0.01%	1329
2019 Q3	$1.27M	Sell	36,053 -62,879	-64%	-$2.17M	0.01%	1069
2019 Q2	$3.36M	Buy	98,932 +78,473	+384%	+$2.58M	0.02%	599
2019 Q1	$632K	Sell	20,459 -2,850	-12%	-$87.2K	﹤0.01%	1508
2018 Q4	$662K	Sell	23,309 -41	-0.2%	-$1.23K	0.01%	1333
2018 Q3	$749K	Sell	23,350 -23,654	-50%	-$746K	0.01%	1316
2018 Q2	$1.46M	Hold	47,004	–	–	0.01%	854
2018 Q1	$1.46M	Buy	47,004 +952	+2%	+$29.6K	0.01%	854
2017 Q4	$1.41M	Buy	46,052 +21,209	+85%	+$651K	0.01%	862
2017 Q3	$746K	Sell	24,843 -4,950	-17%	-$148K	0.01%	1181
2017 Q2	$873K	Sell	29,793 -32,718	-52%	-$942K	0.01%	1031
2017 Q1	$1.79M	Buy	62,511 +34,164	+121%	+$972K	0.02%	615
2016 Q4	$781K	Buy	28,347 +1,335	+5%	+$35K	0.01%	979
2016 Q3	$667K	Buy	27,012 +1,452	+6%	+$35.3K	0.01%	1023
2016 Q2	$607K	Sell	25,560 -132	-0.5%	-$3.1K	0.01%	1024
2016 Q1	$591K	Sell	25,692 -1,698	-6%	-$37.3K	0.01%	946
2015 Q4	$635K	Buy	27,390 +17,682	+182%	+$417K	0.01%	897
2015 Q3	$218K	Buy	9,708 +1,338	+16%	+$31.1K	﹤0.01%	1434
2015 Q2	$190K	Sell	8,370 -330	-4%	-$7.51K	﹤0.01%	1640
2015 Q1	$194K	Buy	8,700 +2,550	+41%	+$56.1K	﹤0.01%	1594
2014 Q4	$136K	Buy	6,150 +2,700	+78%	+$58.5K	﹤0.01%	1685
2014 Q3	$72K	Sell	3,450 -900	-21%	-$19.1K	﹤0.01%	1804
2014 Q2	$93K	Hold	4,350	–	–	﹤0.01%	1654
2014 Q1	$90K	Sell	4,350 -1,500	-26%	-$30.4K	﹤0.01%	1567
2013 Q4	$123K	Hold	5,850	–	–	﹤0.01%	1343
2013 Q3	$111K	Buy	5,850 +4,350	+290%	+$81.4K	﹤0.01%	1332
2013 Q2	$27K	Buy	+1,500	New	+$26.6K	﹤0.01%	2156

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

JFM

Jackson Financial Management Costa Mesa, California $194M AUM 21.54% 1-Year Est. Return

Ladenburg Thalmann Financial Services's KIE Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its State Street SPDR S&P Insurance ETF (KIE) stake by 27% in Q4 2019, selling an estimated $335K and leaving 26,479 shares worth $937K. The position accounts for 0.01% of the portfolio, ranked #1329.

Ladenburg Thalmann Financial Services first reported a position in KIE in Q2 2013 and has held it in 27 quarters since. The position peaked at $3.36M in Q2 2019. 115 funds tracked by Wall St. Rank hold KIE as of Q4 2019.

Ladenburg Thalmann Financial Services held 26,479 shares of State Street SPDR S&P Insurance ETF worth $937K as of Q4 2019.
Ladenburg Thalmann Financial Services sold 9,574 State Street SPDR S&P Insurance ETF shares in Q4 2019, an estimated $335K.
State Street SPDR S&P Insurance ETF made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1329 holding.
Ladenburg Thalmann Financial Services first reported a position in State Street SPDR S&P Insurance ETF in Q2 2013 and has held it in 27 quarters since.
Ladenburg Thalmann Financial Services's State Street SPDR S&P Insurance ETF position peaked at $3.36M in Q2 2019.
115 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.