LF
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Lee Financial’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Lee Financial’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
2024
Q1 		– Sell
-60
Closed -$2.71K – 518
2023
Q4 		$2.71K Hold
60
– – ﹤0.01% 686
2023
Q3 		$2.55K Buy
+60
New +$2.54K ﹤0.01% 642

Other funds holding KIE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Lee Financial's KIE Position: Q1 2024 in Review

Lee Financial sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2024, closing a stake of 60 shares — an estimated $2.71K sold.

Lee Financial first reported a position in KIE in Q3 2023 and held it in 2 quarters. The position peaked at $2.71K in Q4 2023. 139 funds tracked by Wall St. Rank hold KIE as of Q1 2024.

  • Lee Financial reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 60 State Street SPDR S&P Insurance ETF shares in Q1 2024, an estimated $2.71K.
  • Lee Financial first reported a position in State Street SPDR S&P Insurance ETF in Q3 2023 and held it in 2 quarters.
  • Lee Financial's State Street SPDR S&P Insurance ETF position peaked at $2.71K in Q4 2023.
  • 139 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.