Aveo Capital Partners’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Aveo Capital Partners’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
2021 Q3	–	Sell	-108,760	Closed	-$4.19M	–	275
2021 Q2	$4.19M	Buy	+108,760	New	+$4.23M	0.93%	29
2019 Q3	–	Sell	-5,909	Closed	-$206K	–	188
2019 Q2	$206K	Buy	+5,909	New	+$195K	0.09%	173
2018 Q2	–	Sell	-6,436	Closed	-$200K	–	149
2018 Q1	$200K	Buy	+6,436	New	+$200K	0.08%	135
2017 Q2	–	Sell	-56,421	Closed	-$1.62M	–	138
2017 Q1	$1.62M	Buy	+56,421	New	+$1.61M	0.59%	28

Other funds holding KIE

FMI

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Aveo Capital Partners's KIE Position: Q3 2021 in Review

Aveo Capital Partners sold out of State Street SPDR S&P Insurance ETF (KIE) in Q3 2021, closing a stake of 108,760 shares — an estimated $4.19M sold.

Aveo Capital Partners first reported a position in KIE in Q1 2017 and held it in 4 quarters. The position peaked at $4.19M in Q2 2021. 99 funds tracked by Wall St. Rank hold KIE as of Q3 2021.

Aveo Capital Partners reported no remaining State Street SPDR S&P Insurance ETF position as of Q3 2021 after selling out during the quarter.
Aveo Capital Partners sold 108,760 State Street SPDR S&P Insurance ETF shares in Q3 2021, an estimated $4.19M.
Aveo Capital Partners first reported a position in State Street SPDR S&P Insurance ETF in Q1 2017 and held it in 4 quarters.
Aveo Capital Partners's State Street SPDR S&P Insurance ETF position peaked at $4.19M in Q2 2021.
99 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2021.

Based on Aveo Capital Partners's 13F filing for Q3 2021, filed 12 Nov 2021.