Signature Estate & Investment Advisors’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Signature Estate & Investment 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	–	Sell	-7,000	Closed	-$349K	–	531
2024 Q2	$349K	Sell	7,000 -2,000	-22%	-$100K	0.01%	361
2024 Q1	$469K	Sell	9,000 -1,017	-10%	-$49.3K	0.01%	121
2023 Q4	$453K	Hold	10,017	–	–	0.01%	130
2023 Q3	$426K	Hold	10,017	–	–	0.01%	126
2023 Q2	$409K	Buy	+10,017	New	+$399K	0.01%	135

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

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Signature Estate & Investment Advisors's KIE Position: Q3 2024 in Review

Signature Estate & Investment Advisors sold out of State Street SPDR S&P Insurance ETF (KIE) in Q3 2024, closing a stake of 7,000 shares — an estimated $349K sold.

Signature Estate & Investment Advisors first reported a position in KIE in Q2 2023 and held it in 5 quarters. The position peaked at $469K in Q1 2024. 149 funds tracked by Wall St. Rank hold KIE as of Q3 2024.

Signature Estate & Investment Advisors reported no remaining State Street SPDR S&P Insurance ETF position as of Q3 2024 after selling out during the quarter.
Signature Estate & Investment Advisors sold 7,000 State Street SPDR S&P Insurance ETF shares in Q3 2024, an estimated $349K.
Signature Estate & Investment Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q2 2023 and held it in 5 quarters.
Signature Estate & Investment Advisors's State Street SPDR S&P Insurance ETF position peaked at $469K in Q1 2024.
149 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2024.

Based on Signature Estate & Investment Advisors's 13F filing for Q3 2024, filed 6 Nov 2024.