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

Transamerica 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
2024 Q1	–	Sell	-1	Closed	-$1K	–	655
2023 Q4	$1K	Hold	1	–	–	﹤0.01%	504
2023 Q3	$1K	Hold	1	–	–	﹤0.01%	526
2023 Q2	$1K	Buy	+1	New	+$40	﹤0.01%	497
2019 Q3	–	Sell	-1	Closed	-$1K	–	342
2019 Q2	$1K	Buy	+1	New	+$33	﹤0.01%	483
2019 Q1	–	Sell	-1	Closed	-$1K	–	305
2018 Q4	$1K	Hold	1	–	–	﹤0.01%	448
2018 Q3	$1K	Hold	1	–	–	﹤0.01%	452
2018 Q2	$1K	Hold	1	–	–	﹤0.01%	423
2018 Q1	$1K	Hold	1	–	–	﹤0.01%	401
2017 Q4	$1K	Sell	1 -2	-67%	-$61	﹤0.01%	379
2017 Q3	$1K	Hold	3	–	–	﹤0.01%	373
2017 Q2	$1K	Hold	3	–	–	﹤0.01%	348
2017 Q1	$1K	Hold	3	–	–	﹤0.01%	347
2016 Q4	$1K	Buy	+3	New	+$79	﹤0.01%	383
2016 Q1	–	Sell	-1,662	Closed	-$39K	–	816
2015 Q4	$39K	Sell	1,662 -3	-0.2%	-$71	﹤0.01%	438
2015 Q3	$38K	Sell	1,665 -3	-0.2%	-$70	﹤0.01%	417
2015 Q2	$38K	Hold	1,668	–	–	﹤0.01%	485
2015 Q1	$38K	Buy	1,668 +1,542	+1,224%	+$33.9K	﹤0.01%	467
2014 Q4	$3K	Buy	126 +123	+4,100%	+$2.66K	﹤0.01%	589
2014 Q3	$1K	Hold	3	–	–	﹤0.01%	627
2014 Q2	$1K	Hold	3	–	–	﹤0.01%	633
2014 Q1	$1K	Sell	3 -21,618	-100%	-$438K	﹤0.01%	597
2013 Q4	$455K	Buy	21,621 +4,794	+28%	+$96.5K	0.05%	160
2013 Q3	$319K	Sell	16,827 -5,589	-25%	-$105K	0.04%	191
2013 Q2	$404K	Buy	+22,416	New	+$397K	0.07%	128

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Transamerica Financial Advisors's KIE Position: Q1 2024 in Review

Transamerica Financial Advisors sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2024, closing a stake of 1 share — an estimated $1K sold.

Transamerica Financial Advisors first reported a position in KIE in Q2 2013 and held it in 24 quarters. The position peaked at $455K in Q4 2013. 139 funds tracked by Wall St. Rank hold KIE as of Q1 2024.

Transamerica Financial Advisors reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2024 after selling out during the quarter.
Transamerica Financial Advisors sold 1 State Street SPDR S&P Insurance ETF share in Q1 2024, an estimated $1K.
Transamerica Financial Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q2 2013 and held it in 24 quarters.
Transamerica Financial Advisors's State Street SPDR S&P Insurance ETF position peaked at $455K in Q4 2013.
139 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2024.

Based on Transamerica Financial Advisors's 13F filing for Q1 2024, filed 15 May 2024.