Vanguard Capital Wealth Advisors’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Vanguard Capital 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	-5,116	Closed	-$290K	–	120
2024 Q3	$290K	Buy	+5,116	New	+$275K	0.31%	75

Other funds holding KIE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

JSAM

J. Safra Asset Management New York $1.86B AUM 22.95% 1-Year Est. Return

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Vanguard Capital Wealth Advisors's KIE Position: Q4 2024 in Review

Vanguard Capital Wealth Advisors sold out of State Street SPDR S&P Insurance ETF (KIE) in Q4 2024, closing a stake of 5,116 shares — an estimated $290K sold.

Vanguard Capital Wealth Advisors first reported a position in KIE in Q3 2024 and held it in 1 quarter. The position peaked at $290K in Q3 2024. 173 funds tracked by Wall St. Rank hold KIE as of Q4 2024.

Vanguard Capital Wealth Advisors reported no remaining State Street SPDR S&P Insurance ETF position as of Q4 2024 after selling out during the quarter.
Vanguard Capital Wealth Advisors sold 5,116 State Street SPDR S&P Insurance ETF shares in Q4 2024, an estimated $290K.
Vanguard Capital Wealth Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q3 2024 and held it in 1 quarter.
Vanguard Capital Wealth Advisors's State Street SPDR S&P Insurance ETF position peaked at $290K in Q3 2024.
173 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2024.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q4 2024, filed 18 Feb 2025.