Advisor Group’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Advisor Group’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	$444K	Sell	12,471 -2,666	-18%	-$93.2K	﹤0.01%	1759
2019 Q3	$534K	Buy	15,137 +1,376	+10%	+$47.4K	﹤0.01%	1571
2019 Q2	$466K	Buy	13,761 +3,751	+37%	+$123K	﹤0.01%	1666
2019 Q1	$309K	Buy	10,010 +581	+6%	+$17.8K	﹤0.01%	1951
2018 Q4	$267K	Buy	9,429 +591	+7%	+$17.8K	﹤0.01%	1878
2018 Q3	$282K	Buy	8,838 +3,032	+52%	+$95.7K	﹤0.01%	1902
2018 Q2	$174K	Buy	5,806 +1,066	+22%	+$32.7K	﹤0.01%	2078
2018 Q1	$147K	Sell	4,740 -987	-17%	-$30.6K	﹤0.01%	2226
2017 Q4	$175K	Buy	5,727 +600	+12%	+$18.4K	﹤0.01%	2116
2017 Q3	$154K	Sell	5,127 -147	-3%	-$4.38K	﹤0.01%	2052
2017 Q2	$155K	Sell	5,274 -2,211	-30%	-$63.6K	﹤0.01%	1971
2017 Q1	$215K	Sell	7,485 -7,170	-49%	-$204K	﹤0.01%	1605
2016 Q4	$405K	Buy	14,655 +10,422	+246%	+$273K	0.01%	1124
2016 Q3	$105K	Sell	4,233 -14,835	-78%	-$360K	﹤0.01%	1970
2016 Q2	$451K	Buy	+19,068	New	+$448K	0.01%	971

Other funds holding KIE

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $377B AUM 19.32% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

JFM

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

Advisor Group's KIE Position: Q4 2019 in Review

Advisor Group reduced its State Street SPDR S&P Insurance ETF (KIE) stake by 18% in Q4 2019, selling an estimated $93.2K and leaving 12,471 shares worth $444K. The position accounts for ﹤0.01% of the portfolio, ranked #1759.

Advisor Group first reported a position in KIE in Q2 2016 and has held it in 15 quarters since. The position peaked at $534K in Q3 2019. 115 funds tracked by Wall St. Rank hold KIE as of Q4 2019.

Advisor Group held 12,471 shares of State Street SPDR S&P Insurance ETF worth $444K as of Q4 2019.
Advisor Group sold 2,666 State Street SPDR S&P Insurance ETF shares in Q4 2019, an estimated $93.2K.
State Street SPDR S&P Insurance ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1759 holding.
Advisor Group first reported a position in State Street SPDR S&P Insurance ETF in Q2 2016 and has held it in 15 quarters since.
Advisor Group's State Street SPDR S&P Insurance ETF position peaked at $534K in Q3 2019.
115 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.