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

Evoke Wealth’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
2021 Q1	–	Sell	-28	Closed	-$1K	–	1189
2020 Q4	$1K	Hold	28	–	–	﹤0.01%	971
2020 Q3	$1K	Hold	28	–	–	﹤0.01%	943
2020 Q2	$1K	Buy	+28	New	+$741	﹤0.01%	985

Other funds holding KIE

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

KCM

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

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

Evoke Wealth's KIE Position: Q1 2021 in Review

Evoke Wealth sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2021, closing a stake of 28 shares — an estimated $1K sold.

Evoke Wealth first reported a position in KIE in Q2 2020 and held it in 3 quarters. The position peaked at $1K in Q4 2020. 92 funds tracked by Wall St. Rank hold KIE as of Q1 2021.

Evoke Wealth reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2021 after selling out during the quarter.
Evoke Wealth sold 28 State Street SPDR S&P Insurance ETF shares in Q1 2021, an estimated $1K.
Evoke Wealth first reported a position in State Street SPDR S&P Insurance ETF in Q2 2020 and held it in 3 quarters.
Evoke Wealth's State Street SPDR S&P Insurance ETF position peaked at $1K in Q4 2020.
92 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2021.

Based on Evoke Wealth's 13F filing for Q1 2021, filed 13 May 2021.