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Weiss Asset Management’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Weiss Asset Management’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
-20,200
Closed -$913K – 406
2023
Q4 		$913K Buy
+20,200
New +$887K 0.04% 161

Other funds holding KIE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Weiss Asset Management's KIE Position: Q1 2024 in Review

Weiss Asset Management sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2024, closing a stake of 20,200 shares — an estimated $913K sold.

Weiss Asset Management first reported a position in KIE in Q4 2023 and held it in 1 quarter. The position peaked at $913K in Q4 2023. 139 funds tracked by Wall St. Rank hold KIE as of Q1 2024.

  • Weiss Asset Management reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2024 after selling out during the quarter.
  • Weiss Asset Management sold 20,200 State Street SPDR S&P Insurance ETF shares in Q1 2024, an estimated $913K.
  • Weiss Asset Management first reported a position in State Street SPDR S&P Insurance ETF in Q4 2023 and held it in 1 quarter.
  • Weiss Asset Management's State Street SPDR S&P Insurance ETF position peaked at $913K in Q4 2023.
  • 139 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2024.

Based on Weiss Asset Management's 13F filing for Q1 2024, filed 13 May 2024.