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Confluence Wealth Services’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Confluence Wealth Services’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
2022
Q1 		– Sell
-6
Closed – – 723
2021
Q4 		$0 Buy
+6
New +$240 ﹤0.01% 1254

Other funds holding KIE

FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Confluence Wealth Services's KIE Position: Q1 2022 in Review

Confluence Wealth Services sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2022, closing a stake of 6 shares.

Confluence Wealth Services first reported a position in KIE in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 113 funds tracked by Wall St. Rank hold KIE as of Q1 2022.

  • Confluence Wealth Services reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 6 State Street SPDR S&P Insurance ETF shares in Q1 2022.
  • Confluence Wealth Services first reported a position in State Street SPDR S&P Insurance ETF in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's State Street SPDR S&P Insurance ETF position peaked at $0 in Q4 2021.
  • 113 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.