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

Appleton 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
2020 Q1	–	Sell	-13,135	Closed	-$465K	–	21
2019 Q4	$465K	Sell	13,135 -3,606	-22%	-$126K	0.59%	20
2019 Q3	$590K	Sell	16,741 -155	-0.9%	-$5.34K	0.69%	18
2019 Q2	$574K	Sell	16,896 -1,409	-8%	-$46.4K	0.64%	18
2019 Q1	$566K	Buy	+18,305	New	+$560K	0.55%	20
2018 Q4	–	Sell	-22,459	Closed	-$720K	–	9
2018 Q3	$720K	Buy	22,459 +1,170	+5%	+$36.9K	0.76%	20
2018 Q2	$634K	Buy	21,289 +203	+1%	+$6.23K	0.83%	19
2018 Q1	$654K	Buy	21,086 +1,083	+5%	+$33.6K	0.75%	20
2017 Q4	$614K	Sell	20,003 -385	-2%	-$11.8K	0.61%	26
2017 Q3	$612K	Buy	20,388 +1,011	+5%	+$30.1K	0.66%	22
2017 Q2	$569K	Buy	19,377 +3,366	+21%	+$96.9K	0.64%	21
2017 Q1	$459K	Buy	16,011 +6,522	+69%	+$186K	0.53%	20
2016 Q4	$262K	Buy	9,489 +1,098	+13%	+$28.8K	0.35%	23
2016 Q3	$207K	Buy	+8,391	New	+$204K	0.25%	29
2014 Q3	–	Sell	-10,614	Closed	-$227K	–	26
2014 Q2	$227K	Buy	10,614 +111	+1%	+$2.32K	0.25%	21
2014 Q1	$218K	Buy	+10,503	New	+$213K	0.27%	24

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

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

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Appleton Group's KIE Position: Q1 2020 in Review

Appleton Group sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2020, closing a stake of 13,135 shares — an estimated $465K sold.

Appleton Group first reported a position in KIE in Q1 2014 and held it in 15 quarters. The position peaked at $720K in Q3 2018. 96 funds tracked by Wall St. Rank hold KIE as of Q1 2020.

Appleton Group reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2020 after selling out during the quarter.
Appleton Group sold 13,135 State Street SPDR S&P Insurance ETF shares in Q1 2020, an estimated $465K.
Appleton Group first reported a position in State Street SPDR S&P Insurance ETF in Q1 2014 and held it in 15 quarters.
Appleton Group's State Street SPDR S&P Insurance ETF position peaked at $720K in Q3 2018.
96 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2020.

Based on Appleton Group's 13F filing for Q1 2020, filed 6 May 2020.