Yahav Achim Ve Achayot - Provident Funds Management Company’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Yahav Achim Ve Achayot - Provident Funds Management Company’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	-18,675	Closed	-$844K	–	36
2023 Q4	$844K	Hold	18,675	–	–	0.71%	31
2023 Q3	$810K	Hold	18,675	–	–	0.7%	36
2023 Q2	$761K	Hold	18,675	–	–	0.58%	42
2023 Q1	$727K	Hold	18,675	–	–	0.72%	48
2022 Q4	$772K	Hold	18,675	–	–	0.73%	42
2022 Q3	$679K	Hold	18,675	–	–	0.66%	45
2022 Q2	$701K	Hold	18,675	–	–	0.63%	45
2022 Q1	$779K	Hold	18,675	–	–	0.6%	46
2021 Q4	$753K	Hold	18,675	–	–	0.54%	47
2021 Q3	$706K	Buy	+18,675	New	+$720K	0.56%	46

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

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

Yahav Achim Ve Achayot - Provident Funds Management Company's KIE Position: Q1 2024 in Review

Yahav Achim Ve Achayot - Provident Funds Management Company sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2024, closing a stake of 18,675 shares — an estimated $844K sold.

Yahav Achim Ve Achayot - Provident Funds Management Company first reported a position in KIE in Q3 2021 and held it in 10 quarters. The position peaked at $844K in Q4 2023. 139 funds tracked by Wall St. Rank hold KIE as of Q1 2024.

Yahav Achim Ve Achayot - Provident Funds Management Company reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2024 after selling out during the quarter.
Yahav Achim Ve Achayot - Provident Funds Management Company sold 18,675 State Street SPDR S&P Insurance ETF shares in Q1 2024, an estimated $844K.
Yahav Achim Ve Achayot - Provident Funds Management Company first reported a position in State Street SPDR S&P Insurance ETF in Q3 2021 and held it in 10 quarters.
Yahav Achim Ve Achayot - Provident Funds Management Company's State Street SPDR S&P Insurance ETF position peaked at $844K in Q4 2023.
139 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2024.

Based on Yahav Achim Ve Achayot - Provident Funds Management Company's 13F filing for Q1 2024, filed 7 May 2024.