RJFSA
KIE icon

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

Raymond James Financial Services 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
Q3 		$2.56M Buy
45,041
+213
+0.5% +$11.5K ﹤0.01% 1604
2024
Q2 		$2.23M Buy
44,828
+9,074
+25% +$454K ﹤0.01% 1598
2024
Q1 		$1.86M Sell
35,754
-26
-0.1% -$1.26K ﹤0.01% 1671
2023
Q4 		$1.62M Sell
35,780
-4,006
-10% -$176K ﹤0.01% 1692
2023
Q3 		$1.69M Sell
39,786
-2,327
-6% -$98.6K ﹤0.01% 1594
2023
Q2 		$1.72M Sell
42,113
-13,639
-24% -$543K ﹤0.01% 1595
2023
Q1 		$2.19M Sell
55,752
-91,757
-62% -$3.82M ﹤0.01% 1440
2022
Q4 		$6.04M Sell
147,509
-1,883
-1% -$76K 0.01% 878
2022
Q3 		$5.4M Sell
149,392
-384,452
-72% -$14.7M 0.01% 882
2022
Q2 		$20.2M Buy
533,844
+521,568
+4,249% +$20.6M 0.04% 394
2022
Q1 		$516K Buy
12,276
+6,051
+97% +$244K ﹤0.01% 2359
2021
Q4 		$251K Sell
6,225
-128
-2% -$5.13K ﹤0.01% 2826
2021
Q3 		$240K Sell
6,353
-33,250
-84% -$1.28M ﹤0.01% 2846
2021
Q2 		$1.53M Buy
39,603
+2,473
+7% +$96.2K ﹤0.01% 1658
2021
Q1 		$1.36M Buy
37,130
+1,710
+5% +$60K ﹤0.01% 1640
2020
Q4 		$1.19M Sell
35,420
-790
-2% -$24.9K ﹤0.01% 1602
2020
Q3 		$1.01M Sell
36,210
-1,570
-4% -$45K ﹤0.01% 1548
2020
Q2 		$1.03M Buy
37,780
+611
+2% +$16.2K ﹤0.01% 1471
2020
Q1 		$927K Buy
37,169
+21,271
+134% +$694K ﹤0.01% 1241
2019
Q4 		$563K Sell
15,898
-560
-3% -$19.6K ﹤0.01% 1894
2019
Q3 		$580K Sell
16,458
-4,985
-23% -$172K ﹤0.01% 1809
2019
Q2 		$729K Buy
21,443
+3,229
+18% +$106K ﹤0.01% 1676
2019
Q1 		$563K Buy
18,214
+4,265
+31% +$131K ﹤0.01% 1818
2018
Q4 		$396K Sell
13,949
-6,462
-32% -$194K ﹤0.01% 1820
2018
Q3 		$654K Sell
20,411
-4,754
-19% -$150K ﹤0.01% 1728
2018
Q2 		$750K Buy
25,165
+3,172
+14% +$97.4K ﹤0.01% 1606
2018
Q1 		$682K Sell
21,993
-3,861
-15% -$120K ﹤0.01% 1541
2017
Q4 		$794K Sell
25,854
-2,163
-8% -$66.4K 0.01% 1439
2017
Q3 		$840K Buy
28,017
+2,235
+9% +$66.6K 0.01% 1419
2017
Q2 		$757K Buy
25,782
+13,314
+107% +$383K 0.01% 1434
2017
Q1 		$357K Sell
12,468
-345
-3% -$9.82K ﹤0.01% 1790
2016
Q4 		$354K Sell
12,813
-18,324
-59% -$481K ﹤0.01% 1733
2016
Q3 		$769K Buy
31,137
+7,551
+32% +$183K 0.01% 1244
2016
Q2 		$559K Buy
+23,586
New +$554K 0.01% 1363

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
MCM
Moore Capital Management New York $4.92B AUM 35.4% 1-Year Est. Return

Raymond James Financial Services Advisors's KIE Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its State Street SPDR S&P Insurance ETF (KIE) stake by 0.48% in Q3 2024, buying an estimated $11.5K and bringing the position to 45,041 shares worth $2.56M. The position accounts for ﹤0.01% of the portfolio, ranked #1604.

Raymond James Financial Services Advisors first reported a position in KIE in Q2 2016 and has held it in 34 quarters since. The position peaked at $20.2M in Q2 2022. 149 funds tracked by Wall St. Rank hold KIE as of Q3 2024.

  • Raymond James Financial Services Advisors held 45,041 shares of State Street SPDR S&P Insurance ETF worth $2.56M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 213 State Street SPDR S&P Insurance ETF shares in Q3 2024, an estimated $11.5K.
  • State Street SPDR S&P Insurance ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1604 holding.
  • Raymond James Financial Services Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q2 2016 and has held it in 34 quarters since.
  • Raymond James Financial Services Advisors's State Street SPDR S&P Insurance ETF position peaked at $20.2M in Q2 2022.
  • 149 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.