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Leo Brokerage’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Leo Brokerage’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
Q2 		– Sell
-6,613
Closed -$260K – 313
2023
Q1 		$260K Buy
+6,613
New +$275K 0.04% 248

Other funds holding KIE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CPA
Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return

Leo Brokerage's KIE Position: Q2 2023 in Review

Leo Brokerage sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2023, closing a stake of 6,613 shares — an estimated $260K sold.

Leo Brokerage first reported a position in KIE in Q1 2023 and held it in 1 quarter. The position peaked at $260K in Q1 2023. 118 funds tracked by Wall St. Rank hold KIE as of Q2 2023.

  • Leo Brokerage reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2023 after selling out during the quarter.
  • Leo Brokerage sold 6,613 State Street SPDR S&P Insurance ETF shares in Q2 2023, an estimated $260K.
  • Leo Brokerage first reported a position in State Street SPDR S&P Insurance ETF in Q1 2023 and held it in 1 quarter.
  • Leo Brokerage's State Street SPDR S&P Insurance ETF position peaked at $260K in Q1 2023.
  • 118 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.