ClearBridge Investments’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

ClearBridge Investments’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 Q3	–	Sell	-6,270	Closed	-$171K	–	882
2020 Q2	$171K	Buy	6,270 +286	+5%	+$7.57K	﹤0.01%	720
2020 Q1	$149K	Buy	5,984 +46	+0.8%	+$1.5K	﹤0.01%	709
2019 Q4	$212K	Buy	+5,938	New	+$208K	﹤0.01%	730

Other funds holding KIE

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

KCM

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

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

TSWM

Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return

ClearBridge Investments's KIE Position: Q3 2020 in Review

ClearBridge Investments sold out of State Street SPDR S&P Insurance ETF (KIE) in Q3 2020, closing a stake of 6,270 shares — an estimated $171K sold.

ClearBridge Investments first reported a position in KIE in Q4 2019 and held it in 3 quarters. The position peaked at $212K in Q4 2019. 82 funds tracked by Wall St. Rank hold KIE as of Q3 2020.

ClearBridge Investments reported no remaining State Street SPDR S&P Insurance ETF position as of Q3 2020 after selling out during the quarter.
ClearBridge Investments sold 6,270 State Street SPDR S&P Insurance ETF shares in Q3 2020, an estimated $171K.
ClearBridge Investments first reported a position in State Street SPDR S&P Insurance ETF in Q4 2019 and held it in 3 quarters.
ClearBridge Investments's State Street SPDR S&P Insurance ETF position peaked at $212K in Q4 2019.
82 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2020.

Based on ClearBridge Investments's 13F filing for Q3 2020, filed 12 Nov 2020.