ArchPoint Investors’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

ArchPoint Investors’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 Q1	–	Sell	-24,775	Closed	-$1.01M	–	56
2022 Q4	$1.01M	Hold	24,775	–	–	0.48%	35
2022 Q3	$896K	Sell	24,775 -4,400	-15%	-$168K	0.37%	36
2022 Q2	$1.1M	Hold	29,175	–	–	0.44%	32
2022 Q1	$1.23M	Hold	29,175	–	–	0.42%	34
2021 Q4	$1.18M	Buy	+29,175	New	+$1.17M	0.35%	36
2021 Q2	–	Sell	-4,400	Closed	-$161K	–	78
2021 Q1	$161K	Buy	+4,400	New	+$154K	0.05%	84

Other funds holding KIE

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

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

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

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

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

MFS

Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return

CPA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ArchPoint Investors's KIE Position: Q1 2023 in Review

ArchPoint Investors sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2023, closing a stake of 24,775 shares — an estimated $1.01M sold.

ArchPoint Investors first reported a position in KIE in Q1 2021 and held it in 6 quarters. The position peaked at $1.23M in Q1 2022. 128 funds tracked by Wall St. Rank hold KIE as of Q1 2023.

ArchPoint Investors reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2023 after selling out during the quarter.
ArchPoint Investors sold 24,775 State Street SPDR S&P Insurance ETF shares in Q1 2023, an estimated $1.01M.
ArchPoint Investors first reported a position in State Street SPDR S&P Insurance ETF in Q1 2021 and held it in 6 quarters.
ArchPoint Investors's State Street SPDR S&P Insurance ETF position peaked at $1.23M in Q1 2022.
128 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2023.

Based on ArchPoint Investors's 13F filing for Q1 2023, filed 12 May 2023.