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

Carroll Financial 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
2021 Q4	$0	Hold	21	–	–	﹤0.01%	1786
2021 Q3	$0	Hold	21	–	–	﹤0.01%	1854
2021 Q2	$0	Hold	21	–	–	﹤0.01%	1773
2021 Q1	$0	Hold	21	–	–	﹤0.01%	1695
2020 Q4	$0	Hold	21	–	–	﹤0.01%	1589
2020 Q3	$0	Hold	21	–	–	﹤0.01%	1581
2020 Q2	$0	Hold	21	–	–	﹤0.01%	1601
2020 Q1	$0	Hold	21	–	–	﹤0.01%	1559
2019 Q4	$0	Hold	21	–	–	﹤0.01%	1610
2019 Q3	$0	Hold	21	–	–	﹤0.01%	1616
2019 Q2	$0	Hold	21	–	–	﹤0.01%	1638
2019 Q1	$0	Buy	+21	New	+$643	﹤0.01%	1425

Other funds holding KIE

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

KCM

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

Carroll Financial Associates's KIE Position: Q4 2021 in Review

Carroll Financial Associates held its State Street SPDR S&P Insurance ETF (KIE) position steady in Q4 2021 at 21 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1786.

Carroll Financial Associates first reported a position in KIE in Q1 2019 and has held it in 12 quarters since. 107 funds tracked by Wall St. Rank hold KIE as of Q4 2021.

Carroll Financial Associates held 21 shares of State Street SPDR S&P Insurance ETF worth $0 as of Q4 2021.
Carroll Financial Associates left its State Street SPDR S&P Insurance ETF share count unchanged in Q4 2021.
State Street SPDR S&P Insurance ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1786 holding.
Carroll Financial Associates first reported a position in State Street SPDR S&P Insurance ETF in Q1 2019 and has held it in 12 quarters since.
107 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.