Benjamin F. Edwards & Company’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Benjamin F. Edwards & Company’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 Q4	–	Sell	-354	Closed	-$10K	–	1678
2020 Q3	$10K	Sell	354 -9	-2%	-$258	﹤0.01%	1276
2020 Q2	$10K	Sell	363 -15	-4%	-$397	﹤0.01%	1282
2020 Q1	$9K	Hold	378	–	–	﹤0.01%	1296
2019 Q4	$13K	Sell	378 -44	-10%	-$1.54K	﹤0.01%	1347
2019 Q3	$15K	Hold	422	–	–	﹤0.01%	1283
2019 Q2	$14K	Hold	422	–	–	﹤0.01%	1309
2019 Q1	$13K	Hold	422	–	–	﹤0.01%	1252
2018 Q4	$12K	Hold	422	–	–	﹤0.01%	1237
2018 Q3	$14K	Hold	422	–	–	﹤0.01%	1186
2018 Q2	$13K	Hold	422	–	–	﹤0.01%	1203
2018 Q1	$13K	Hold	422	–	–	﹤0.01%	1194
2017 Q4	$13K	Sell	422 -1	-0.2%	-$31	﹤0.01%	1135
2017 Q3	$13K	Sell	423 -279	-40%	-$8.32K	﹤0.01%	1089
2017 Q2	$21K	Sell	702 -15	-2%	-$432	﹤0.01%	894
2017 Q1	$21K	Buy	717 +12	+2%	+$342	﹤0.01%	846
2016 Q4	$19K	Buy	705 +246	+54%	+$6.45K	﹤0.01%	810
2016 Q3	$11K	Buy	+459	New	+$11.1K	﹤0.01%	825

Other funds holding KIE

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

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

KCM

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

TSWM

Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return

Benjamin F. Edwards & Company's KIE Position: Q4 2020 in Review

Benjamin F. Edwards & Company sold out of State Street SPDR S&P Insurance ETF (KIE) in Q4 2020, closing a stake of 354 shares — an estimated $10K sold.

Benjamin F. Edwards & Company first reported a position in KIE in Q3 2016 and held it in 17 quarters. The position peaked at $21K in Q2 2017. 92 funds tracked by Wall St. Rank hold KIE as of Q4 2020.

Benjamin F. Edwards & Company reported no remaining State Street SPDR S&P Insurance ETF position as of Q4 2020 after selling out during the quarter.
Benjamin F. Edwards & Company sold 354 State Street SPDR S&P Insurance ETF shares in Q4 2020, an estimated $10K.
Benjamin F. Edwards & Company first reported a position in State Street SPDR S&P Insurance ETF in Q3 2016 and held it in 17 quarters.
Benjamin F. Edwards & Company's State Street SPDR S&P Insurance ETF position peaked at $21K in Q2 2017.
92 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2020.

Based on Benjamin F. Edwards & Company's 13F filing for Q4 2020, filed 16 Feb 2021.