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

Avestar Capital’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	-127,115	Closed	-$5.21M	–	335
2022 Q4	$5.21M	Buy	127,115 +4,642	+4%	+$187K	0.94%	28
2022 Q3	$4.43M	Buy	122,473 +3,118	+3%	+$119K	1.13%	23
2022 Q2	$4.52M	Buy	119,355 +16,277	+16%	+$641K	1.11%	24
2022 Q1	$4.33M	Buy	+103,078	New	+$4.15M	0.69%	32
2018 Q1	–	Sell	-123	Closed	-$3K	–	890
2017 Q4	$3K	Buy	+123	New	+$3.77K	﹤0.01%	601

Other funds holding KIE

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $374B AUM 17.66% 1-Year Est. Return

Avestar Capital's KIE Position: Q1 2023 in Review

Avestar Capital sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2023, closing a stake of 127,115 shares — an estimated $5.21M sold.

Avestar Capital first reported a position in KIE in Q4 2017 and held it in 5 quarters. The position peaked at $5.21M in Q4 2022. 128 funds tracked by Wall St. Rank hold KIE as of Q1 2023.

Avestar Capital reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2023 after selling out during the quarter.
Avestar Capital sold 127,115 State Street SPDR S&P Insurance ETF shares in Q1 2023, an estimated $5.21M.
Avestar Capital first reported a position in State Street SPDR S&P Insurance ETF in Q4 2017 and held it in 5 quarters.
Avestar Capital's State Street SPDR S&P Insurance ETF position peaked at $5.21M in Q4 2022.
128 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2023.

Based on Avestar Capital's 13F filing for Q1 2023, filed 20 Apr 2023.