Laidlaw Wealth Management’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Laidlaw Wealth 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
2023 Q3	–	Sell	-5,758	Closed	-$235K	–	328
2023 Q2	$235K	Buy	5,758 +163	+3%	+$6.49K	0.05%	302
2023 Q1	$220K	Sell	5,595 -223	-4%	-$9.29K	0.05%	315
2022 Q4	$238K	Sell	5,818 -1,270	-18%	-$51.2K	0.05%	305
2022 Q3	$256K	Sell	7,088 -97	-1%	-$3.7K	0.06%	264
2022 Q2	$272K	Hold	7,185	–	–	0.06%	288
2022 Q1	$302K	Sell	7,185 -40	-0.6%	-$1.61K	0.05%	300
2021 Q4	$292K	Buy	7,225 +451	+7%	+$18.1K	0.05%	314
2021 Q3	$256K	Sell	6,774 -357	-5%	-$13.8K	0.07%	206
2021 Q2	$275K	Sell	7,131 -142	-2%	-$5.53K	0.07%	204
2021 Q1	$267K	Sell	7,273 -327	-4%	-$11.5K	0.09%	177
2020 Q4	$255K	Buy	+7,600	New	+$240K	0.05%	292

Other funds holding KIE

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

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

FMI

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

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

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

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

FFM

Fullerton Fund Management Singapore $1.56B AUM 88.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Laidlaw Wealth Management's KIE Position: Q3 2023 in Review

Laidlaw Wealth Management sold out of State Street SPDR S&P Insurance ETF (KIE) in Q3 2023, closing a stake of 5,758 shares — an estimated $235K sold.

Laidlaw Wealth Management first reported a position in KIE in Q4 2020 and held it in 11 quarters. The position peaked at $302K in Q1 2022. 132 funds tracked by Wall St. Rank hold KIE as of Q3 2023.

Laidlaw Wealth Management reported no remaining State Street SPDR S&P Insurance ETF position as of Q3 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 5,758 State Street SPDR S&P Insurance ETF shares in Q3 2023, an estimated $235K.
Laidlaw Wealth Management first reported a position in State Street SPDR S&P Insurance ETF in Q4 2020 and held it in 11 quarters.
Laidlaw Wealth Management's State Street SPDR S&P Insurance ETF position peaked at $302K in Q1 2022.
132 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2023.

Based on Laidlaw Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.