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SWA
Stratos Wealth Advisors’s
State Street SPDR S&P Insurance ETF
KIE
Stock Holding History
Stratos Wealth 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
Q4
–
Sell
-5,620
Closed
-$319K
–
756
2024
Q3
$319K
Buy
+5,620
New
+$302K
0.01%
593
2024
Q2
–
Sell
-5,823
Closed
-$303K
–
741
2024
Q1
$303K
Sell
5,823
-873
-13%
-$42.3K
0.02%
549
2023
Q4
$303K
Sell
6,696
-2,861
-30%
-$126K
0.02%
552
2023
Q3
$407K
Buy
+9,557
New
+$405K
0.03%
462
2023
Q1
–
Sell
-6,598
Closed
-$270K
–
622
2022
Q4
$270K
Buy
+6,598
New
+$266K
0.02%
490
2022
Q3
–
Sell
-6,025
Closed
-$228K
–
516
2022
Q2
$228K
Buy
+6,025
New
+$237K
0.02%
467
2021
Q3
–
Sell
-5,435
Closed
-$209K
–
540
2021
Q2
$209K
Buy
+5,435
New
+$212K
0.02%
512
2020
Q2
–
Sell
-1,236
Closed
-$31K
–
335
2020
Q1
$31K
Buy
+1,236
New
+$40.3K
0.02%
204
Other funds holding KIE
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
JSAM
J. Safra Asset Management
New York
$1.86B AUM
22.95%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
FMI
Factory Mutual Insurance
Waltham, Massachusetts
$8.89B AUM
25.87%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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