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

Accel 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
2023 Q2	–	Sell	-491	Closed	-$19.3K	–	543
2023 Q1	$19.3K	Buy	491 +1	+0.2%	+$42	0.01%	727
2022 Q4	$20K	Buy	490 +4	+0.8%	+$161	0.01%	546
2022 Q3	$19K	Buy	486 +2	+0.4%	+$76	0.01%	571
2022 Q2	$18K	Sell	484 -948	-66%	-$37.4K	0.01%	574
2022 Q1	$61K	Buy	+1,432	New	+$57.7K	0.03%	333

Other funds holding KIE

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

FMI

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

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

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CPA

Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return

Accel Wealth Management's KIE Position: Q2 2023 in Review

Accel Wealth Management sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2023, closing a stake of 491 shares — an estimated $19.3K sold.

Accel Wealth Management first reported a position in KIE in Q1 2022 and held it in 5 quarters. The position peaked at $61K in Q1 2022. 118 funds tracked by Wall St. Rank hold KIE as of Q2 2023.

Accel Wealth Management reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 491 State Street SPDR S&P Insurance ETF shares in Q2 2023, an estimated $19.3K.
Accel Wealth Management first reported a position in State Street SPDR S&P Insurance ETF in Q1 2022 and held it in 5 quarters.
Accel Wealth Management's State Street SPDR S&P Insurance ETF position peaked at $61K in Q1 2022.
118 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.