DWM
KIE icon

Darwin Wealth Management’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Darwin Wealth Management’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
Q2 		– Sell
-31
Closed – – 470
2020
Q1 		$0 Buy
+31
New +$1.01K ﹤0.01% 817

Other funds holding KIE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Darwin Wealth Management's KIE Position: Q2 2020 in Review

Darwin Wealth Management sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2020, closing a stake of 31 shares.

Darwin Wealth Management first reported a position in KIE in Q1 2020 and held it in 1 quarter. The position peaked at $0 in Q1 2020. 86 funds tracked by Wall St. Rank hold KIE as of Q2 2020.

  • Darwin Wealth Management reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2020 after selling out during the quarter.
  • Darwin Wealth Management sold 31 State Street SPDR S&P Insurance ETF shares in Q2 2020.
  • Darwin Wealth Management first reported a position in State Street SPDR S&P Insurance ETF in Q1 2020 and held it in 1 quarter.
  • Darwin Wealth Management's State Street SPDR S&P Insurance ETF position peaked at $0 in Q1 2020.
  • 86 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2020.

Based on Darwin Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.