1834 Investment Advisors’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

1834 Investment Advisors’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
2021 Q1	–	Sell	-176	Closed	-$6K	–	481
2020 Q4	$6K	Hold	176	–	–	﹤0.01%	402
2020 Q3	$5K	Hold	176	–	–	﹤0.01%	383
2020 Q2	$5K	Hold	176	–	–	﹤0.01%	375
2020 Q1	$4K	Hold	176	–	–	﹤0.01%	372
2019 Q4	$6K	Sell	176 -490	-74%	-$17.1K	﹤0.01%	412
2019 Q3	$23K	Hold	666	–	–	﹤0.01%	315
2019 Q2	$23K	Buy	666 +138	+26%	+$4.54K	﹤0.01%	332
2019 Q1	$16K	Sell	528 -176	-25%	-$5.39K	﹤0.01%	333
2018 Q4	$20K	Buy	+704	New	+$21.2K	﹤0.01%	323

Other funds holding KIE

FMI

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

KCM

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

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

1834 Investment Advisors's KIE Position: Q1 2021 in Review

1834 Investment Advisors sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2021, closing a stake of 176 shares — an estimated $6K sold.

1834 Investment Advisors first reported a position in KIE in Q4 2018 and held it in 9 quarters. The position peaked at $23K in Q3 2019. 92 funds tracked by Wall St. Rank hold KIE as of Q1 2021.

1834 Investment Advisors reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2021 after selling out during the quarter.
1834 Investment Advisors sold 176 State Street SPDR S&P Insurance ETF shares in Q1 2021, an estimated $6K.
1834 Investment Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q4 2018 and held it in 9 quarters.
1834 Investment Advisors's State Street SPDR S&P Insurance ETF position peaked at $23K in Q3 2019.
92 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2021.

Based on 1834 Investment Advisors's 13F filing for Q1 2021, filed 14 May 2021.