Bruderman Asset Management’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Bruderman Asset Management’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	-86,672	Closed	-$3.09M	–	93
2019 Q4	$3.09M	Sell	86,672 -12,627	-13%	-$441K	0.96%	45
2019 Q3	$3.49M	Buy	+99,299	New	+$3.42M	0.88%	43
2019 Q1	–	Sell	-925	Closed	-$26K	–	671
2018 Q4	$26K	Buy	+925	New	+$27.8K	0.01%	315
2016 Q1	–	Sell	-21,018	Closed	-$487K	–	402
2015 Q4	$487K	Buy	+21,018	New	+$495K	0.18%	78

Other funds holding KIE

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

KCM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Bruderman Asset Management's KIE Position: Q1 2020 in Review

Bruderman Asset Management sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2020, closing a stake of 86,672 shares — an estimated $3.09M sold.

Bruderman Asset Management first reported a position in KIE in Q4 2015 and held it in 4 quarters. The position peaked at $3.49M in Q3 2019. 96 funds tracked by Wall St. Rank hold KIE as of Q1 2020.

Bruderman Asset Management reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2020 after selling out during the quarter.
Bruderman Asset Management sold 86,672 State Street SPDR S&P Insurance ETF shares in Q1 2020, an estimated $3.09M.
Bruderman Asset Management first reported a position in State Street SPDR S&P Insurance ETF in Q4 2015 and held it in 4 quarters.
Bruderman Asset Management's State Street SPDR S&P Insurance ETF position peaked at $3.49M in Q3 2019.
96 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2020.

Based on Bruderman Asset Management's 13F filing for Q1 2020, filed 28 Apr 2020.