Sterling Manor Financial’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Sterling Manor Financial’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 Q1	–	Sell	-51,051	Closed	-$2.09M	–	66
2022 Q4	$2.09M	Buy	51,051 +1,367	+3%	+$55.1K	2.32%	8
2022 Q3	$1.8M	Sell	49,684 -2,618	-5%	-$99.9K	2.23%	9
2022 Q2	$1.98M	Buy	+52,302	New	+$2.06M	2.42%	12

Other funds holding KIE

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

MFS

Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return

CPA

Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sterling Manor Financial's KIE Position: Q1 2023 in Review

Sterling Manor Financial sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2023, closing a stake of 51,051 shares — an estimated $2.09M sold.

Sterling Manor Financial first reported a position in KIE in Q2 2022 and held it in 3 quarters. The position peaked at $2.09M in Q4 2022. 128 funds tracked by Wall St. Rank hold KIE as of Q1 2023.

Sterling Manor Financial reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2023 after selling out during the quarter.
Sterling Manor Financial sold 51,051 State Street SPDR S&P Insurance ETF shares in Q1 2023, an estimated $2.09M.
Sterling Manor Financial first reported a position in State Street SPDR S&P Insurance ETF in Q2 2022 and held it in 3 quarters.
Sterling Manor Financial's State Street SPDR S&P Insurance ETF position peaked at $2.09M in Q4 2022.
128 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2023.

Based on Sterling Manor Financial's 13F filing for Q1 2023, filed 6 Apr 2023.