Bivin & Associates’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Bivin & Associates’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	$22K	Hold	584	–	–	0.02%	123
2022 Q1	$25K	Hold	584	–	–	0.02%	127
2021 Q4	$24K	Buy	+584	New	+$23.4K	0.02%	134

Other funds holding KIE

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Bivin & Associates's KIE Position: Q2 2022 in Review

Bivin & Associates held its State Street SPDR S&P Insurance ETF (KIE) position steady in Q2 2022 at 584 shares worth $22K. The position accounts for 0.02% of the portfolio, ranked #123.

Bivin & Associates first reported a position in KIE in Q4 2021 and has held it in 3 quarters since. The position peaked at $25K in Q1 2022. 117 funds tracked by Wall St. Rank hold KIE as of Q2 2022.

Bivin & Associates held 584 shares of State Street SPDR S&P Insurance ETF worth $22K as of Q2 2022.
Bivin & Associates left its State Street SPDR S&P Insurance ETF share count unchanged in Q2 2022.
State Street SPDR S&P Insurance ETF made up 0.02% of Bivin & Associates's portfolio in Q2 2022, its #123 holding.
Bivin & Associates first reported a position in State Street SPDR S&P Insurance ETF in Q4 2021 and has held it in 3 quarters since.
Bivin & Associates's State Street SPDR S&P Insurance ETF position peaked at $25K in Q1 2022.
117 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.