Oxler Private Wealth’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Oxler Private Wealth’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
2022 Q4	–	Sell	-1,200	Closed	-$136K	–	242
2022 Q3	$136K	Buy	+1,200	New	+$45.8K	0.08%	113

Other funds holding KIE

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

FMI

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Oxler Private Wealth's KIE Position: Q4 2022 in Review

Oxler Private Wealth sold out of State Street SPDR S&P Insurance ETF (KIE) in Q4 2022, closing a stake of 1,200 shares — an estimated $136K sold.

Oxler Private Wealth first reported a position in KIE in Q3 2022 and held it in 1 quarter. The position peaked at $136K in Q3 2022. 135 funds tracked by Wall St. Rank hold KIE as of Q4 2022.

Oxler Private Wealth reported no remaining State Street SPDR S&P Insurance ETF position as of Q4 2022 after selling out during the quarter.
Oxler Private Wealth sold 1,200 State Street SPDR S&P Insurance ETF shares in Q4 2022, an estimated $136K.
Oxler Private Wealth first reported a position in State Street SPDR S&P Insurance ETF in Q3 2022 and held it in 1 quarter.
Oxler Private Wealth's State Street SPDR S&P Insurance ETF position peaked at $136K in Q3 2022.
135 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.