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Legacy Capital Group California’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Legacy Capital Group California’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
Q4 		– Sell
-5,060
Closed -$287K – 348
2024
Q3 		$287K Buy
+5,060
New +$272K 0.1% 239

Other funds holding KIE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $1.86B AUM 22.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Legacy Capital Group California's KIE Position: Q4 2024 in Review

Legacy Capital Group California sold out of State Street SPDR S&P Insurance ETF (KIE) in Q4 2024, closing a stake of 5,060 shares — an estimated $287K sold.

Legacy Capital Group California first reported a position in KIE in Q3 2024 and held it in 1 quarter. The position peaked at $287K in Q3 2024. 173 funds tracked by Wall St. Rank hold KIE as of Q4 2024.

  • Legacy Capital Group California reported no remaining State Street SPDR S&P Insurance ETF position as of Q4 2024 after selling out during the quarter.
  • Legacy Capital Group California sold 5,060 State Street SPDR S&P Insurance ETF shares in Q4 2024, an estimated $287K.
  • Legacy Capital Group California first reported a position in State Street SPDR S&P Insurance ETF in Q3 2024 and held it in 1 quarter.
  • Legacy Capital Group California's State Street SPDR S&P Insurance ETF position peaked at $287K in Q3 2024.
  • 173 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2024.

Based on Legacy Capital Group California's 13F filing for Q4 2024, filed 3 Feb 2025.