TrustCore Financial Services’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

TrustCore Financial Services’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
2022 Q4	$99.4K	Sell	2,428 -1,378	-36%	-$55.6K	0.01%	355
2022 Q3	$138K	Buy	+3,806	New	+$145K	0.01%	305

Other funds holding KIE

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FMI

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TrustCore Financial Services's KIE Position: Q4 2022 in Review

TrustCore Financial Services reduced its State Street SPDR S&P Insurance ETF (KIE) stake by 36% in Q4 2022, selling an estimated $55.6K and leaving 2,428 shares worth $99.4K. The position accounts for 0.01% of the portfolio, ranked #355.

TrustCore Financial Services first reported a position in KIE in Q3 2022 and has held it in 2 quarters since. The position peaked at $138K in Q3 2022. 136 funds tracked by Wall St. Rank hold KIE as of Q4 2022.

TrustCore Financial Services held 2,428 shares of State Street SPDR S&P Insurance ETF worth $99.4K as of Q4 2022.
TrustCore Financial Services sold 1,378 State Street SPDR S&P Insurance ETF shares in Q4 2022, an estimated $55.6K.
State Street SPDR S&P Insurance ETF made up 0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #355 holding.
TrustCore Financial Services first reported a position in State Street SPDR S&P Insurance ETF in Q3 2022 and has held it in 2 quarters since.
TrustCore Financial Services's State Street SPDR S&P Insurance ETF position peaked at $138K in Q3 2022.
136 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.