Concord Wealth Partners’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Concord Wealth Partners’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
2023 Q1	–	Sell	-56	Closed	-$2.29K	–	1120
2022 Q4	$2.29K	Buy	+56	New	+$2.26K	﹤0.01%	910

Other funds holding KIE

Goldman Sachs New York $1.15T AUM 47.82% 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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MFS

Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return

CPA

Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Concord Wealth Partners's KIE Position: Q1 2023 in Review

Concord Wealth Partners sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2023, closing a stake of 56 shares — an estimated $2.29K sold.

Concord Wealth Partners first reported a position in KIE in Q4 2022 and held it in 1 quarter. The position peaked at $2.29K in Q4 2022. 128 funds tracked by Wall St. Rank hold KIE as of Q1 2023.

Concord Wealth Partners reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2023 after selling out during the quarter.
Concord Wealth Partners sold 56 State Street SPDR S&P Insurance ETF shares in Q1 2023, an estimated $2.29K.
Concord Wealth Partners first reported a position in State Street SPDR S&P Insurance ETF in Q4 2022 and held it in 1 quarter.
Concord Wealth Partners's State Street SPDR S&P Insurance ETF position peaked at $2.29K in Q4 2022.
128 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.