Michael Gelband’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Michael Gelband’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	-1	Closed	–	–	2061
2023 Q1	$0	Buy	+1	New	+$42	﹤0.01%	1947
2021 Q3	–	Sell	-14,567	Closed	-$561K	–	2391
2021 Q2	$561K	Buy	+14,567	New	+$567K	0.01%	1311

Other funds holding KIE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

FMI

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

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

Michael Gelband's KIE Position: Q2 2023 in Review

Michael Gelband sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2023, closing a stake of 1 share.

Michael Gelband first reported a position in KIE in Q2 2021 and held it in 2 quarters. The position peaked at $561K in Q2 2021. 118 funds tracked by Wall St. Rank hold KIE as of Q2 2023.

Michael Gelband reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2023 after selling out during the quarter.
Michael Gelband sold 1 State Street SPDR S&P Insurance ETF share in Q2 2023.
Michael Gelband first reported a position in State Street SPDR S&P Insurance ETF in Q2 2021 and held it in 2 quarters.
Michael Gelband's State Street SPDR S&P Insurance ETF position peaked at $561K in Q2 2021.
118 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2023.

Based on ExodusPoint Capital Management's 13F filing for Q2 2023, filed 11 Aug 2023.