Meitav Investment House’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Meitav Investment House’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	-19,881	Closed	-$899K	–	298
2023 Q4	$899K	Hold	19,881	–	–	0.01%	209
2023 Q3	$861K	Hold	19,881	–	–	0.01%	215
2023 Q2	$806K	Hold	19,881	–	–	0.01%	238
2023 Q1	$810K	Hold	19,881	–	–	0.01%	251
2022 Q4	$821K	Sell	19,881 -74	-0.4%	-$2.98K	0.01%	261
2022 Q3	$727K	Sell	19,955 -553,700	-97%	-$21.1M	0.01%	262
2022 Q2	$21.5M	Buy	573,655 +553,774	+2,785%	+$21.8M	0.37%	67
2022 Q1	$836K	Sell	19,881 -1,050	-5%	-$42.3K	0.01%	279
2021 Q4	$844K	Buy	20,931 +1,206	+6%	+$48.3K	0.01%	274
2021 Q3	$745K	Hold	19,725	–	–	0.01%	273
2021 Q2	$760K	Hold	19,725	–	–	0.02%	269
2021 Q1	$723K	Buy	+19,725	New	+$692K	0.02%	238
2020 Q4	–	Sell	-19,725	Closed	-$553K	–	443
2020 Q3	$553K	Buy	+19,725	New	+$565K	0.03%	243

Other funds holding KIE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Meitav Investment House's KIE Position: Q1 2024 in Review

Meitav Investment House sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2024, closing a stake of 19,881 shares — an estimated $899K sold.

Meitav Investment House first reported a position in KIE in Q3 2020 and held it in 13 quarters. The position peaked at $21.5M in Q2 2022. 139 funds tracked by Wall St. Rank hold KIE as of Q1 2024.

Meitav Investment House reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2024 after selling out during the quarter.
Meitav Investment House sold 19,881 State Street SPDR S&P Insurance ETF shares in Q1 2024, an estimated $899K.
Meitav Investment House first reported a position in State Street SPDR S&P Insurance ETF in Q3 2020 and held it in 13 quarters.
Meitav Investment House's State Street SPDR S&P Insurance ETF position peaked at $21.5M in Q2 2022.
139 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2024.

Based on Meitav Investment House's 13F filing for Q1 2024, filed 1 May 2024.