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New Harbor Financial Group’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

New Harbor Financial Group’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
-213,033
Closed -$9.63M – 54
2023
Q4 		$9.63M Buy
+213,033
New +$9.36M 3.51% 12

Other funds holding KIE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

New Harbor Financial Group's KIE Position: Q1 2024 in Review

New Harbor Financial Group sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2024, closing a stake of 213,033 shares — an estimated $9.63M sold.

New Harbor Financial Group first reported a position in KIE in Q4 2023 and held it in 1 quarter. The position peaked at $9.63M in Q4 2023. 139 funds tracked by Wall St. Rank hold KIE as of Q1 2024.

  • New Harbor Financial Group reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2024 after selling out during the quarter.
  • New Harbor Financial Group sold 213,033 State Street SPDR S&P Insurance ETF shares in Q1 2024, an estimated $9.63M.
  • New Harbor Financial Group first reported a position in State Street SPDR S&P Insurance ETF in Q4 2023 and held it in 1 quarter.
  • New Harbor Financial Group's State Street SPDR S&P Insurance ETF position peaked at $9.63M in Q4 2023.
  • 139 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2024.

Based on New Harbor Financial Group's 13F filing for Q1 2024, filed 1 May 2024.