Yoder Wealth Management’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Yoder Wealth 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 Q4	–	Sell	-4,515	Closed	-$256K	–	116
2024 Q3	$256K	Sell	4,515 -1,145	-20%	-$61.6K	0.15%	92
2024 Q2	$282K	Sell	5,660 -160	-3%	-$8.01K	0.18%	81
2024 Q1	$303K	Hold	5,820	–	–	0.2%	75
2023 Q4	$263K	Hold	5,820	–	–	0.19%	76
2023 Q3	$248K	Hold	5,820	–	–	0.2%	67
2023 Q2	$238K	Buy	5,820 +225	+4%	+$8.96K	0.19%	67
2023 Q1	$220K	Buy	+5,595	New	+$233K	0.18%	64

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 $10.6B AUM 34.1% 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

Yoder Wealth Management's KIE Position: Q4 2024 in Review

Yoder Wealth Management sold out of State Street SPDR S&P Insurance ETF (KIE) in Q4 2024, closing a stake of 4,515 shares — an estimated $256K sold.

Yoder Wealth Management first reported a position in KIE in Q1 2023 and held it in 7 quarters. The position peaked at $303K in Q1 2024. 173 funds tracked by Wall St. Rank hold KIE as of Q4 2024.

Yoder Wealth Management reported no remaining State Street SPDR S&P Insurance ETF position as of Q4 2024 after selling out during the quarter.
Yoder Wealth Management sold 4,515 State Street SPDR S&P Insurance ETF shares in Q4 2024, an estimated $256K.
Yoder Wealth Management first reported a position in State Street SPDR S&P Insurance ETF in Q1 2023 and held it in 7 quarters.
Yoder Wealth Management's State Street SPDR S&P Insurance ETF position peaked at $303K in Q1 2024.
173 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2024.

Based on Yoder Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.