1 North Wealth Services’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

1 North Wealth Services’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
2019 Q4	$2.43M	Buy	68,501 +1,395	+2%	+$48.8K	1.5%	20
2019 Q3	$2.36M	Buy	+67,106	New	+$2.31M	1.58%	20
2019 Q1	$2.1M	Buy	68,121 +3,094	+5%	+$94.7K	1.48%	21
2018 Q4	$1.84M	Buy	+65,027	New	+$1.95M	1.54%	21

Other funds holding KIE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

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

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

JFM

Jackson Financial Management Costa Mesa, California $194M AUM 21.54% 1-Year Est. Return

1 North Wealth Services's KIE Position: Q4 2019 in Review

1 North Wealth Services increased its State Street SPDR S&P Insurance ETF (KIE) stake by 2.1% in Q4 2019, buying an estimated $48.8K and bringing the position to 68,501 shares worth $2.43M. The position accounts for 1.5% of the portfolio, ranked #20.

1 North Wealth Services first reported a position in KIE in Q4 2018 and has held it in 4 quarters since. 115 funds tracked by Wall St. Rank hold KIE as of Q4 2019.

1 North Wealth Services held 68,501 shares of State Street SPDR S&P Insurance ETF worth $2.43M as of Q4 2019.
1 North Wealth Services bought 1,395 State Street SPDR S&P Insurance ETF shares in Q4 2019, an estimated $48.8K.
State Street SPDR S&P Insurance ETF made up 1.5% of 1 North Wealth Services's portfolio in Q4 2019, its #20 holding.
1 North Wealth Services first reported a position in State Street SPDR S&P Insurance ETF in Q4 2018 and has held it in 4 quarters since.
115 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2019.

Based on 1 North Wealth Services's 13F filing for Q4 2019, filed 14 Feb 2020.