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

Bell Rock 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
2020 Q1	–	Sell	-3,882	Closed	-$137K	–	184
2019 Q4	$137K	Sell	3,882 -623	-14%	-$21.8K	0.12%	133
2019 Q3	$158K	Sell	4,505 -87	-2%	-$3K	0.14%	116
2019 Q2	$155K	Sell	4,592 -122	-3%	-$4.02K	0.14%	120
2019 Q1	$146K	Sell	4,714 -747	-14%	-$22.9K	0.08%	154
2018 Q4	$157K	Buy	5,461 +173	+3%	+$5.2K	0.11%	128
2018 Q3	$169K	Sell	5,288 -1,170	-18%	-$36.9K	0.08%	148
2018 Q2	$193K	Sell	6,458 -485	-7%	-$14.9K	0.1%	139
2018 Q1	$214K	Sell	6,943 -116	-2%	-$3.6K	0.11%	118
2017 Q4	$218K	Sell	7,059 -24	-0.3%	-$736	0.12%	123
2017 Q3	$214K	Buy	7,083 +621	+10%	+$18.5K	0.12%	122
2017 Q2	$189K	Buy	6,462 +525	+9%	+$15.1K	0.12%	124
2017 Q1	$168K	Sell	5,937 -2,208	-27%	-$62.8K	0.16%	89
2016 Q4	$225K	Buy	+8,145	New	+$214K	0.24%	76

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

Bell Rock Capital's KIE Position: Q1 2020 in Review

Bell Rock Capital sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2020, closing a stake of 3,882 shares — an estimated $137K sold.

Bell Rock Capital first reported a position in KIE in Q4 2016 and held it in 13 quarters. The position peaked at $225K in Q4 2016. 96 funds tracked by Wall St. Rank hold KIE as of Q1 2020.

Bell Rock Capital reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2020 after selling out during the quarter.
Bell Rock Capital sold 3,882 State Street SPDR S&P Insurance ETF shares in Q1 2020, an estimated $137K.
Bell Rock Capital first reported a position in State Street SPDR S&P Insurance ETF in Q4 2016 and held it in 13 quarters.
Bell Rock Capital's State Street SPDR S&P Insurance ETF position peaked at $225K in Q4 2016.
96 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2020.

Based on Bell Rock Capital's 13F filing for Q1 2020, filed 7 May 2020.