American Portfolios Advisors’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

American Portfolios 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
2022 Q3	$46K	Hold	1,272	–	–	﹤0.01%	1759
2022 Q2	$48.1K	Sell	1,272 -5,172	-80%	-$204K	﹤0.01%	1779
2022 Q1	$271K	Buy	6,444 +5,172	+407%	+$208K	0.01%	1025
2021 Q4	$51.4K	Hold	1,272	–	–	﹤0.01%	1855
2021 Q3	$48.1K	Hold	1,272	–	–	﹤0.01%	1790
2021 Q2	$49K	Hold	1,272	–	–	﹤0.01%	1737
2021 Q1	$46.6K	Hold	1,272	–	–	﹤0.01%	1635
2020 Q4	$42.7K	Hold	1,272	–	–	﹤0.01%	1476
2020 Q3	$35.7K	Hold	1,272	–	–	﹤0.01%	1452
2020 Q2	$34.8K	Sell	1,272 -348	-21%	-$9.22K	﹤0.01%	1422
2020 Q1	$40.4K	Sell	1,620 -3,797	-70%	-$124K	﹤0.01%	1255
2019 Q4	$192K	Hold	5,417	–	–	0.01%	761
2019 Q3	$191K	Sell	5,417 -524	-9%	-$18.1K	0.02%	732
2019 Q2	$202K	Buy	5,941 +707	+14%	+$23.3K	0.02%	710
2019 Q1	$162K	Sell	5,234 -87	-2%	-$2.66K	0.02%	706
2018 Q4	$151K	Buy	5,321 +484	+10%	+$14.5K	0.02%	605
2018 Q3	$155K	Hold	4,837	–	–	0.02%	677
2018 Q2	$144K	Buy	4,837 +830	+21%	+$25.5K	0.02%	679
2018 Q1	$124K	Sell	4,007 -160	-4%	-$4.97K	0.02%	676
2017 Q4	$128K	Buy	+4,167	New	+$128K	0.02%	654

Other funds holding KIE

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FMI

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

CPA

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

American Portfolios Advisors's KIE Position: Q3 2022 in Review

American Portfolios Advisors held its State Street SPDR S&P Insurance ETF (KIE) position steady in Q3 2022 at 1,272 shares worth $46K. The position accounts for ﹤0.01% of the portfolio, ranked #1759.

American Portfolios Advisors first reported a position in KIE in Q4 2017 and has held it in 20 quarters since. The position peaked at $271K in Q1 2022. 113 funds tracked by Wall St. Rank hold KIE as of Q3 2022.

American Portfolios Advisors held 1,272 shares of State Street SPDR S&P Insurance ETF worth $46K as of Q3 2022.
American Portfolios Advisors left its State Street SPDR S&P Insurance ETF share count unchanged in Q3 2022.
State Street SPDR S&P Insurance ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1759 holding.
American Portfolios Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's State Street SPDR S&P Insurance ETF position peaked at $271K in Q1 2022.
113 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.