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Tradewinds LLC’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Tradewinds LLC’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
Q3 		– Sell
-4,972
Closed -$248K – 187
2024
Q2 		$248K Hold
4,972
– – 0.08% 171
2024
Q1 		$259K Buy
+4,972
New +$241K 0.12% 69
2023
Q3 		$212K Hold
4,972
– – 0.12% 115
2023
Q2 		$203K Sell
4,972
-274
-5% -$10.9K 0.12% 98
2023
Q1 		$206K Buy
+5,246
New +$219K 0.13% 121
2021
Q4 		$225K Buy
+4,972
New +$199K 0.27% 54

Other funds holding KIE

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
MCM
Moore Capital Management New York $2.75B AUM 35.41% 1-Year Est. Return