Teamwork Financial Advisors’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Teamwork Financial 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	-23,843	Closed	-$975K	–	206
2023 Q2	$975K	Buy	+23,843	New	+$950K	0.16%	88

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

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

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 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 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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Teamwork Financial Advisors's KIE Position: Q3 2023 in Review

Teamwork Financial Advisors sold out of State Street SPDR S&P Insurance ETF (KIE) in Q3 2023, closing a stake of 23,843 shares — an estimated $975K sold.

Teamwork Financial Advisors first reported a position in KIE in Q2 2023 and held it in 1 quarter. The position peaked at $975K in Q2 2023. 132 funds tracked by Wall St. Rank hold KIE as of Q3 2023.

Teamwork Financial Advisors reported no remaining State Street SPDR S&P Insurance ETF position as of Q3 2023 after selling out during the quarter.
Teamwork Financial Advisors sold 23,843 State Street SPDR S&P Insurance ETF shares in Q3 2023, an estimated $975K.
Teamwork Financial Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q2 2023 and held it in 1 quarter.
Teamwork Financial Advisors's State Street SPDR S&P Insurance ETF position peaked at $975K in Q2 2023.
132 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2023.

Based on Teamwork Financial Advisors's 13F filing for Q3 2023, filed 31 Oct 2023.