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

Newbridge Financial Services 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
2023 Q2	–	Sell	-55	Closed	-$2.17K	–	1401
2023 Q1	$2.17K	Hold	55	–	–	﹤0.01%	1185
2022 Q4	$2.25K	Hold	55	–	–	﹤0.01%	1200
2022 Q3	$2K	Buy	55 +1	+2%	+$38	﹤0.01%	1207
2022 Q2	$2K	Hold	54	–	–	﹤0.01%	1189
2022 Q1	$2K	Hold	54	–	–	﹤0.01%	1295
2021 Q4	$2K	Hold	54	–	–	﹤0.01%	1244
2021 Q3	$2K	Buy	54 +1	+2%	+$39	﹤0.01%	1183
2021 Q2	$2K	Hold	53	–	–	﹤0.01%	1285
2021 Q1	$2K	Hold	53	–	–	﹤0.01%	1178
2020 Q4	$2K	Buy	53 +1	+2%	+$32	﹤0.01%	964
2020 Q3	$1K	Buy	+52	New	+$1.49K	﹤0.01%	981

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

Newbridge Financial Services Group's KIE Position: Q2 2023 in Review

Newbridge Financial Services Group sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2023, closing a stake of 55 shares — an estimated $2.17K sold.

Newbridge Financial Services Group first reported a position in KIE in Q3 2020 and held it in 11 quarters. The position peaked at $2.25K in Q4 2022. 118 funds tracked by Wall St. Rank hold KIE as of Q2 2023.

Newbridge Financial Services Group reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2023 after selling out during the quarter.
Newbridge Financial Services Group sold 55 State Street SPDR S&P Insurance ETF shares in Q2 2023, an estimated $2.17K.
Newbridge Financial Services Group first reported a position in State Street SPDR S&P Insurance ETF in Q3 2020 and held it in 11 quarters.
Newbridge Financial Services Group's State Street SPDR S&P Insurance ETF position peaked at $2.25K in Q4 2022.
118 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2023.

Based on Newbridge Financial Services Group's 13F filing for Q2 2023, filed 21 Jul 2023.