PPP
KIE icon

Private Portfolio Partners’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Private Portfolio Partners’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
Q4 		$250K Hold
4,431
– – 0.05% 256
2024
Q3 		$251K Buy
+4,431
New +$238K 0.05% 256
2024
Q2 		– Sell
-4,431
Closed -$231K – 179
2024
Q1 		$231K Hold
4,431
– – 0.05% 251
2023
Q4 		$200K Buy
+4,431
New +$195K 0.05% 251

Other funds holding KIE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $1.86B AUM 22.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Private Portfolio Partners's KIE Position: Q4 2024 in Review

Private Portfolio Partners held its State Street SPDR S&P Insurance ETF (KIE) position steady in Q4 2024 at 4,431 shares worth $250K. The position accounts for 0.05% of the portfolio, ranked #256.

Private Portfolio Partners first reported a position in KIE in Q4 2023 and has held it in 4 quarters since. The position peaked at $251K in Q3 2024. 173 funds tracked by Wall St. Rank hold KIE as of Q4 2024.

  • Private Portfolio Partners held 4,431 shares of State Street SPDR S&P Insurance ETF worth $250K as of Q4 2024.
  • Private Portfolio Partners left its State Street SPDR S&P Insurance ETF share count unchanged in Q4 2024.
  • State Street SPDR S&P Insurance ETF made up 0.05% of Private Portfolio Partners's portfolio in Q4 2024, its #256 holding.
  • Private Portfolio Partners first reported a position in State Street SPDR S&P Insurance ETF in Q4 2023 and has held it in 4 quarters since.
  • Private Portfolio Partners's State Street SPDR S&P Insurance ETF position peaked at $251K in Q3 2024.
  • 173 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.