Mirabella Financial Services’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Mirabella Financial Services’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 Q2	–	Sell	-44,783	Closed	-$2.33M	–	564
2024 Q1	$2.33M	Buy	+44,783	New	+$2.17M	0.17%	106
2023 Q4	–	Sell	-160,029	Closed	-$6.81M	–	511
2023 Q3	$6.81M	Buy	+160,029	New	+$6.78M	0.94%	31
2023 Q2	–	Sell	-168,092	Closed	-$6.62M	–	581
2023 Q1	$6.62M	Buy	168,092 +156,294	+1,325%	+$6.51M	1%	26
2022 Q4	$483K	Buy	+11,798	New	+$476K	0.04%	207
2021 Q2	–	Sell	-32,640	Closed	-$1.2M	–	356
2021 Q1	$1.2M	Buy	+32,640	New	+$1.15M	0.37%	78
2020 Q3	–	Sell	-32,000	Closed	-$875K	–	400
2020 Q2	$875K	Buy	+32,000	New	+$847K	0.21%	63

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

Citigroup New York $303B AUM 53.02% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

Mirabella Financial Services's KIE Position: Q2 2024 in Review

Mirabella Financial Services sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2024, closing a stake of 44,783 shares — an estimated $2.33M sold.

Mirabella Financial Services first reported a position in KIE in Q2 2020 and held it in 6 quarters. The position peaked at $6.81M in Q3 2023. 137 funds tracked by Wall St. Rank hold KIE as of Q2 2024.

Mirabella Financial Services reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2024 after selling out during the quarter.
Mirabella Financial Services sold 44,783 State Street SPDR S&P Insurance ETF shares in Q2 2024, an estimated $2.33M.
Mirabella Financial Services first reported a position in State Street SPDR S&P Insurance ETF in Q2 2020 and held it in 6 quarters.
Mirabella Financial Services's State Street SPDR S&P Insurance ETF position peaked at $6.81M in Q3 2023.
137 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2024.

Based on Mirabella Financial Services's 13F filing for Q2 2024, filed 8 Aug 2024.