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

Lake Hills 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 Q4	–	Sell	-51,437	Closed	-$2.19M	–	42
2023 Q3	$2.19M	Buy	+51,437	New	+$2.18M	2.21%	11

Other funds holding KIE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 New York $235B AUM 32.99% 1-Year Est. Return

Lake Hills Wealth Management's KIE Position: Q4 2023 in Review

Lake Hills Wealth Management sold out of State Street SPDR S&P Insurance ETF (KIE) in Q4 2023, closing a stake of 51,437 shares — an estimated $2.19M sold.

Lake Hills Wealth Management first reported a position in KIE in Q3 2023 and held it in 1 quarter. The position peaked at $2.19M in Q3 2023. 139 funds tracked by Wall St. Rank hold KIE as of Q4 2023.

Lake Hills Wealth Management reported no remaining State Street SPDR S&P Insurance ETF position as of Q4 2023 after selling out during the quarter.
Lake Hills Wealth Management sold 51,437 State Street SPDR S&P Insurance ETF shares in Q4 2023, an estimated $2.19M.
Lake Hills Wealth Management first reported a position in State Street SPDR S&P Insurance ETF in Q3 2023 and held it in 1 quarter.
Lake Hills Wealth Management's State Street SPDR S&P Insurance ETF position peaked at $2.19M in Q3 2023.
139 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2023.

Based on Lake Hills Wealth Management's 13F filing for Q4 2023, filed 23 Jan 2024.