Certified Advisory Corp’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-1,783	Closed	-$65K	–	491
2021 Q1	$65K	Buy	+1,783	New	+$62.6K	0.02%	313
2020 Q2	$84K	Sell	3,073 -663	-18%	-$17.6K	0.03%	241
2020 Q1	$93K	Sell	3,736 -372	-9%	-$12.1K	0.04%	215
2019 Q4	$146K	Sell	4,108 -75	-2%	-$2.62K	0.05%	205
2019 Q3	$147K	Buy	4,183 +257	+7%	+$8.85K	0.05%	200
2019 Q2	$133K	Buy	3,926 +397	+11%	+$13.1K	0.05%	204
2019 Q1	$109K	Buy	3,529 +247	+8%	+$7.56K	0.05%	207
2018 Q4	$93K	Buy	3,282 +15	+0.5%	+$451	0.05%	205
2018 Q3	$105K	Sell	3,267 -1,867	-36%	-$58.9K	0.05%	199
2018 Q2	$153K	Buy	5,134 +12	+0.2%	+$368	0.09%	157
2018 Q1	$158K	Buy	5,122 +12	+0.2%	+$373	0.09%	157
2017 Q4	$156K	Buy	+5,110	New	+$157K	0.11%	132

Other funds holding KIE

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

KCM

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

Certified Advisory Corp's KIE Position: Q2 2021 in Review

Certified Advisory Corp sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2021, closing a stake of 1,783 shares — an estimated $65K sold.

Certified Advisory Corp first reported a position in KIE in Q4 2017 and held it in 12 quarters. The position peaked at $158K in Q1 2018. 107 funds tracked by Wall St. Rank hold KIE as of Q2 2021.

Certified Advisory Corp reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 1,783 State Street SPDR S&P Insurance ETF shares in Q2 2021, an estimated $65K.
Certified Advisory Corp first reported a position in State Street SPDR S&P Insurance ETF in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's State Street SPDR S&P Insurance ETF position peaked at $158K in Q1 2018.
107 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.