VisionPoint Advisory Group’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

VisionPoint Advisory Group’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	-84	Closed	-$4.19K	–	523
2024 Q2	$4.19K	Hold	84	–	–	﹤0.01%	576
2024 Q1	$4.37K	Buy	+84	New	+$4.07K	﹤0.01%	564

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FMI

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

MCM

Moore Capital Management New York $6.74B AUM 45.87% 1-Year Est. Return

VisionPoint Advisory Group's KIE Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of State Street SPDR S&P Insurance ETF (KIE) in Q3 2024, closing a stake of 84 shares — an estimated $4.19K sold.

VisionPoint Advisory Group first reported a position in KIE in Q1 2024 and held it in 2 quarters. The position peaked at $4.37K in Q1 2024. 149 funds tracked by Wall St. Rank hold KIE as of Q3 2024.

VisionPoint Advisory Group reported no remaining State Street SPDR S&P Insurance ETF position as of Q3 2024 after selling out during the quarter.
VisionPoint Advisory Group sold 84 State Street SPDR S&P Insurance ETF shares in Q3 2024, an estimated $4.19K.
VisionPoint Advisory Group first reported a position in State Street SPDR S&P Insurance ETF in Q1 2024 and held it in 2 quarters.
VisionPoint Advisory Group's State Street SPDR S&P Insurance ETF position peaked at $4.37K in Q1 2024.
149 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.