Financial Architects (New Jersey)’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Financial Architects (New Jersey)’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 Q3	–	Sell	-196	Closed	-$5K	–	533
2020 Q2	$5K	Hold	196	–	–	﹤0.01%	721
2020 Q1	$5K	Hold	196	–	–	﹤0.01%	706
2019 Q4	$7K	Hold	196	–	–	﹤0.01%	728
2019 Q3	$7K	Hold	196	–	–	﹤0.01%	790
2019 Q2	$7K	Buy	+196	New	+$6.45K	﹤0.01%	955
2018 Q1	–	Sell	-438	Closed	-$13K	–	1500
2017 Q4	$13K	Sell	438 -45	-9%	-$1.38K	﹤0.01%	1073
2017 Q3	$14K	Sell	483 -171	-26%	-$5.1K	﹤0.01%	1047
2017 Q2	$19K	Buy	654 +639	+4,260%	+$18.4K	﹤0.01%	967
2017 Q1	$0	Buy	+15	New	+$427	﹤0.01%	1597

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

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

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

KCM

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

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

TSWM

Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return

Financial Architects (New Jersey)'s KIE Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of State Street SPDR S&P Insurance ETF (KIE) in Q3 2020, closing a stake of 196 shares — an estimated $5K sold.

Financial Architects (New Jersey) first reported a position in KIE in Q1 2017 and held it in 9 quarters. The position peaked at $19K in Q2 2017. 82 funds tracked by Wall St. Rank hold KIE as of Q3 2020.

Financial Architects (New Jersey) reported no remaining State Street SPDR S&P Insurance ETF position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 196 State Street SPDR S&P Insurance ETF shares in Q3 2020, an estimated $5K.
Financial Architects (New Jersey) first reported a position in State Street SPDR S&P Insurance ETF in Q1 2017 and held it in 9 quarters.
Financial Architects (New Jersey)'s State Street SPDR S&P Insurance ETF position peaked at $19K in Q2 2017.
82 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.