Bedel Financial Consulting’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Bedel Financial Consulting’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 Q2	–	Sell	-1,332	Closed	-$56K	–	555
2022 Q1	$56K	Hold	1,332	–	–	0.02%	369
2021 Q4	$54K	Hold	1,332	–	–	0.02%	383
2021 Q3	$50K	Hold	1,332	–	–	0.02%	378
2021 Q2	$51K	Hold	1,332	–	–	0.02%	371
2021 Q1	$49K	Hold	1,332	–	–	0.02%	362
2020 Q4	$45K	Hold	1,332	–	–	0.02%	330
2020 Q3	$37K	Hold	1,332	–	–	0.02%	343
2020 Q2	$36K	Hold	1,332	–	–	0.02%	319
2020 Q1	$33K	Hold	1,332	–	–	0.02%	319
2019 Q4	$47K	Hold	1,332	–	–	0.03%	295
2019 Q3	$47K	Hold	1,332	–	–	0.03%	289
2019 Q2	$45K	Hold	1,332	–	–	0.03%	294
2019 Q1	$41K	Hold	1,332	–	–	0.03%	298
2018 Q4	$38K	Hold	1,332	–	–	0.03%	287
2018 Q3	$40K	Hold	1,332	–	–	0.03%	297
2018 Q2	$40K	Hold	1,332	–	–	0.03%	290
2018 Q1	$41K	Buy	+1,332	New	+$41.4K	0.03%	290

Other funds holding KIE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

KCM

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Bedel Financial Consulting's KIE Position: Q2 2022 in Review

Bedel Financial Consulting sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2022, closing a stake of 1,332 shares — an estimated $56K sold.

Bedel Financial Consulting first reported a position in KIE in Q1 2018 and held it in 17 quarters. The position peaked at $56K in Q1 2022. 117 funds tracked by Wall St. Rank hold KIE as of Q2 2022.

Bedel Financial Consulting reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 1,332 State Street SPDR S&P Insurance ETF shares in Q2 2022, an estimated $56K.
Bedel Financial Consulting first reported a position in State Street SPDR S&P Insurance ETF in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's State Street SPDR S&P Insurance ETF position peaked at $56K in Q1 2022.
117 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.