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Stonebridge Capital Advisors’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Stonebridge Capital 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
2023
Q3 		– Sell
-34
Closed -$1.39K – 965
2023
Q2 		$1.39K Buy
+34
New +$1.35K ﹤0.01% 837

Other funds holding KIE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
FFM
Fullerton Fund Management Singapore $1.56B AUM 88.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Stonebridge Capital Advisors's KIE Position: Q3 2023 in Review

Stonebridge Capital Advisors sold out of State Street SPDR S&P Insurance ETF (KIE) in Q3 2023, closing a stake of 34 shares — an estimated $1.39K sold.

Stonebridge Capital Advisors first reported a position in KIE in Q2 2023 and held it in 1 quarter. The position peaked at $1.39K in Q2 2023. 132 funds tracked by Wall St. Rank hold KIE as of Q3 2023.

  • Stonebridge Capital Advisors reported no remaining State Street SPDR S&P Insurance ETF position as of Q3 2023 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 34 State Street SPDR S&P Insurance ETF shares in Q3 2023, an estimated $1.39K.
  • Stonebridge Capital Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q2 2023 and held it in 1 quarter.
  • Stonebridge Capital Advisors's State Street SPDR S&P Insurance ETF position peaked at $1.39K in Q2 2023.
  • 132 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.