Private Client Services’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Private Client Services’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	-18,978	Closed	-$858K	–	139
2023 Q4	$858K	Buy	+18,978	New	+$833K	0.7%	39

Other funds holding KIE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Private Client Services's KIE Position: Q1 2024 in Review

Private Client Services sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2024, closing a stake of 18,978 shares — an estimated $858K sold.

Private Client Services first reported a position in KIE in Q4 2023 and held it in 1 quarter. The position peaked at $858K in Q4 2023. 139 funds tracked by Wall St. Rank hold KIE as of Q1 2024.

Private Client Services reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2024 after selling out during the quarter.
Private Client Services sold 18,978 State Street SPDR S&P Insurance ETF shares in Q1 2024, an estimated $858K.
Private Client Services first reported a position in State Street SPDR S&P Insurance ETF in Q4 2023 and held it in 1 quarter.
Private Client Services's State Street SPDR S&P Insurance ETF position peaked at $858K in Q4 2023.
139 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2024.

Based on Private Client Services's 13F filing for Q1 2024, filed 10 May 2024.