Clean Yield Group’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Clean Yield Group’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 Q1	–	Sell	-150	Closed	-$5K	–	265
2020 Q4	$5K	Buy	+150	New	+$4.74K	﹤0.01%	394

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

KCM

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Clean Yield Group's KIE Position: Q1 2021 in Review

Clean Yield Group sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2021, closing a stake of 150 shares — an estimated $5K sold.

Clean Yield Group first reported a position in KIE in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 92 funds tracked by Wall St. Rank hold KIE as of Q1 2021.

Clean Yield Group reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2021 after selling out during the quarter.
Clean Yield Group sold 150 State Street SPDR S&P Insurance ETF shares in Q1 2021, an estimated $5K.
Clean Yield Group first reported a position in State Street SPDR S&P Insurance ETF in Q4 2020 and held it in 1 quarter.
Clean Yield Group's State Street SPDR S&P Insurance ETF position peaked at $5K in Q4 2020.
92 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2021.

Based on Clean Yield Group's 13F filing for Q1 2021, filed 26 Apr 2021.