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Peak Financial Advisors’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Peak Financial Advisors’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
-7,555
Closed -$393K – 80
2024
Q1 		$393K Sell
7,555
-143
-2% -$6.93K 0.24% 58
2023
Q4 		$348K Buy
+7,698
New +$338K 0.23% 62

Other funds holding KIE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
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
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Peak Financial Advisors's KIE Position: Q2 2024 in Review

Peak Financial Advisors sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2024, closing a stake of 7,555 shares — an estimated $393K sold.

Peak Financial Advisors first reported a position in KIE in Q4 2023 and held it in 2 quarters. The position peaked at $393K in Q1 2024. 137 funds tracked by Wall St. Rank hold KIE as of Q2 2024.

  • Peak Financial Advisors reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2024 after selling out during the quarter.
  • Peak Financial Advisors sold 7,555 State Street SPDR S&P Insurance ETF shares in Q2 2024, an estimated $393K.
  • Peak Financial Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q4 2023 and held it in 2 quarters.
  • Peak Financial Advisors's State Street SPDR S&P Insurance ETF position peaked at $393K in Q1 2024.
  • 137 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2024.

Based on Peak Financial Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.