RWA Wealth Partners’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

RWA Wealth 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
2023 Q4	–	Sell	-84,500	Closed	-$3.59M	–	527
2023 Q3	$3.59M	Buy	+84,500	New	+$3.58M	0.08%	98
2022 Q2	–	Sell	-132,988	Closed	-$5.59M	–	254
2022 Q1	$5.59M	Buy	+132,988	New	+$5.36M	0.36%	72

Other funds holding KIE

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

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

RWA Wealth Partners's KIE Position: Q4 2023 in Review

RWA Wealth Partners sold out of State Street SPDR S&P Insurance ETF (KIE) in Q4 2023, closing a stake of 84,500 shares — an estimated $3.59M sold.

RWA Wealth Partners first reported a position in KIE in Q1 2022 and held it in 2 quarters. The position peaked at $5.59M in Q1 2022. 139 funds tracked by Wall St. Rank hold KIE as of Q4 2023.

RWA Wealth Partners reported no remaining State Street SPDR S&P Insurance ETF position as of Q4 2023 after selling out during the quarter.
RWA Wealth Partners sold 84,500 State Street SPDR S&P Insurance ETF shares in Q4 2023, an estimated $3.59M.
RWA Wealth Partners first reported a position in State Street SPDR S&P Insurance ETF in Q1 2022 and held it in 2 quarters.
RWA Wealth Partners's State Street SPDR S&P Insurance ETF position peaked at $5.59M in Q1 2022.
139 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2023.

Based on RWA Wealth Partners's 13F filing for Q4 2023, filed 1 Feb 2024.