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	–	755
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 $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JSAM

J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return

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

FMI

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stratos Wealth Advisors's KIE Position: Q4 2024 in Review

Stratos Wealth Advisors sold out of State Street SPDR S&P Insurance ETF (KIE) in Q4 2024, closing a stake of 5,620 shares — an estimated $319K sold.

Stratos Wealth Advisors first reported a position in KIE in Q1 2020 and held it in 8 quarters. The position peaked at $407K in Q3 2023. 173 funds tracked by Wall St. Rank hold KIE as of Q4 2024.

Stratos Wealth Advisors reported no remaining State Street SPDR S&P Insurance ETF position as of Q4 2024 after selling out during the quarter.
Stratos Wealth Advisors sold 5,620 State Street SPDR S&P Insurance ETF shares in Q4 2024, an estimated $319K.
Stratos Wealth Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q1 2020 and held it in 8 quarters.
Stratos Wealth Advisors's State Street SPDR S&P Insurance ETF position peaked at $407K in Q3 2023.
173 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2024.

Based on Stratos Wealth Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.