Lehman & Derafelo Financial Resources’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Lehman & Derafelo Financial Resources’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
2022 Q4	–	Sell	-900	Closed	-$33K	–	158
2022 Q3	$33K	Hold	900	–	–	0.01%	137
2022 Q2	$34K	Buy	+900	New	+$35.5K	0.01%	141
2021 Q4	–	Sell	-900	Closed	-$34K	–	157
2021 Q3	$34K	Hold	900	–	–	0.01%	139
2021 Q2	$35K	Hold	900	–	–	0.01%	159
2021 Q1	$33K	Hold	900	–	–	0.01%	157
2020 Q4	$30K	Hold	900	–	–	0.01%	163
2020 Q3	$25K	Buy	+900	New	+$25.8K	0.01%	194
2020 Q2	–	Sell	-1,575	Closed	-$39K	–	260
2020 Q1	$39K	Hold	1,575	–	–	0.02%	120
2019 Q4	$56K	Hold	1,575	–	–	0.02%	128
2019 Q3	$55K	Hold	1,575	–	–	0.02%	122
2019 Q2	$55K	Hold	1,575	–	–	0.02%	121
2019 Q1	$49K	Hold	1,575	–	–	0.02%	123
2018 Q4	$45K	Buy	+1,575	New	+$47.3K	0.02%	114

Other funds holding KIE

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

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

FMI

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lehman & Derafelo Financial Resources's KIE Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of State Street SPDR S&P Insurance ETF (KIE) in Q4 2022, closing a stake of 900 shares — an estimated $33K sold.

Lehman & Derafelo Financial Resources first reported a position in KIE in Q4 2018 and held it in 13 quarters. The position peaked at $56K in Q4 2019. 136 funds tracked by Wall St. Rank hold KIE as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining State Street SPDR S&P Insurance ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 900 State Street SPDR S&P Insurance ETF shares in Q4 2022, an estimated $33K.
Lehman & Derafelo Financial Resources first reported a position in State Street SPDR S&P Insurance ETF in Q4 2018 and held it in 13 quarters.
Lehman & Derafelo Financial Resources's State Street SPDR S&P Insurance ETF position peaked at $56K in Q4 2019.
136 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.