Creative Planning’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Creative Planning’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
2019 Q4	–	Sell	-7,189	Closed	-$253K	–	2060
2019 Q3	$253K	Buy	+7,189	New	+$248K	﹤0.01%	1470
2017 Q3	–	Sell	-2,217	Closed	-$65K	–	2855
2017 Q2	$65K	Buy	2,217 +837	+61%	+$24.1K	﹤0.01%	2309
2017 Q1	$40K	Sell	1,380 -300	-18%	-$8.54K	﹤0.01%	2644
2016 Q4	$46K	Buy	1,680 +1,608	+2,233%	+$42.2K	﹤0.01%	2452
2016 Q3	$2K	Sell	72 -678	-90%	-$16.5K	﹤0.01%	4227
2016 Q2	$18K	Hold	750	–	–	﹤0.01%	2872
2016 Q1	$17K	Buy	+750	New	+$16.5K	﹤0.01%	2868
2015 Q2	–	Sell	-56,400	Closed	-$1.26M	–	2102
2015 Q1	$1.26M	Buy	56,400 +56,388	+469,900%	+$1.24M	0.01%	395
2014 Q4	$0	Hold	12	–	–	﹤0.01%	4257
2014 Q3	$0	Hold	12	–	–	﹤0.01%	4081
2014 Q2	$0	Sell	12 -87	-88%	-$1.82K	﹤0.01%	3874
2014 Q1	$2K	Hold	99	–	–	﹤0.01%	3368
2013 Q4	$2K	Hold	99	–	–	﹤0.01%	3097
2013 Q3	$2K	Hold	99	–	–	﹤0.01%	2984
2013 Q2	$2K	Buy	+99	New	+$1.75K	﹤0.01%	2824

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

KCM

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

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

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

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

JFM

Jackson Financial Management Costa Mesa, California $194M AUM 21.54% 1-Year Est. Return

Creative Planning's KIE Position: Q4 2019 in Review

Creative Planning sold out of State Street SPDR S&P Insurance ETF (KIE) in Q4 2019, closing a stake of 7,189 shares — an estimated $253K sold.

Creative Planning first reported a position in KIE in Q2 2013 and held it in 15 quarters. The position peaked at $1.26M in Q1 2015. 115 funds tracked by Wall St. Rank hold KIE as of Q4 2019.

Creative Planning reported no remaining State Street SPDR S&P Insurance ETF position as of Q4 2019 after selling out during the quarter.
Creative Planning sold 7,189 State Street SPDR S&P Insurance ETF shares in Q4 2019, an estimated $253K.
Creative Planning first reported a position in State Street SPDR S&P Insurance ETF in Q2 2013 and held it in 15 quarters.
Creative Planning's State Street SPDR S&P Insurance ETF position peaked at $1.26M in Q1 2015.
115 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2019.

Based on Creative Planning's 13F filing for Q4 2019, filed 30 Jan 2020.