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	–	1405
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 $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return