Meridian Wealth Management’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Meridian Wealth Management’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	-4,505	Closed	-$204K	–	359
2023 Q4	$204K	Buy	+4,505	New	+$198K	0.01%	568
2017 Q2	–	Sell	-39,300	Closed	-$1.13M	–	173
2017 Q1	$1.13M	Hold	39,300	–	–	0.67%	32
2016 Q4	$1.09M	Buy	+39,300	New	+$1.03M	0.86%	23

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

Meridian Wealth Management's KIE Position: Q1 2024 in Review

Meridian Wealth Management sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2024, closing a stake of 4,505 shares — an estimated $204K sold.

Meridian Wealth Management first reported a position in KIE in Q4 2016 and held it in 3 quarters. The position peaked at $1.13M in Q1 2017. 139 funds tracked by Wall St. Rank hold KIE as of Q1 2024.

Meridian Wealth Management reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2024 after selling out during the quarter.
Meridian Wealth Management sold 4,505 State Street SPDR S&P Insurance ETF shares in Q1 2024, an estimated $204K.
Meridian Wealth Management first reported a position in State Street SPDR S&P Insurance ETF in Q4 2016 and held it in 3 quarters.
Meridian Wealth Management's State Street SPDR S&P Insurance ETF position peaked at $1.13M in Q1 2017.
139 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2024.

Based on Meridian Wealth Management's 13F filing for Q1 2024, filed 25 Apr 2024.