Founders Financial Alliance’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Founders Financial Alliance’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 Q3	–	Sell	-16	Closed	-$1K	–	515
2022 Q2	$1K	Hold	16	–	–	﹤0.01%	495
2022 Q1	$1K	Hold	16	–	–	﹤0.01%	435
2021 Q4	$1K	Hold	16	–	–	﹤0.01%	479
2021 Q3	$1K	Hold	16	–	–	﹤0.01%	451
2021 Q2	$1K	Hold	16	–	–	﹤0.01%	473
2021 Q1	$1K	Buy	+16	New	+$561	﹤0.01%	457

Other funds holding KIE

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

CPA

Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return

Founders Financial Alliance's KIE Position: Q3 2022 in Review

Founders Financial Alliance sold out of State Street SPDR S&P Insurance ETF (KIE) in Q3 2022, closing a stake of 16 shares — an estimated $1K sold.

Founders Financial Alliance first reported a position in KIE in Q1 2021 and held it in 6 quarters. The position peaked at $1K in Q2 2022. 113 funds tracked by Wall St. Rank hold KIE as of Q3 2022.

Founders Financial Alliance reported no remaining State Street SPDR S&P Insurance ETF position as of Q3 2022 after selling out during the quarter.
Founders Financial Alliance sold 16 State Street SPDR S&P Insurance ETF shares in Q3 2022, an estimated $1K.
Founders Financial Alliance first reported a position in State Street SPDR S&P Insurance ETF in Q1 2021 and held it in 6 quarters.
Founders Financial Alliance's State Street SPDR S&P Insurance ETF position peaked at $1K in Q2 2022.
113 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2022.

Based on Founders Financial Alliance's 13F filing for Q3 2022, filed 14 Nov 2022.