Global Financial Private Client’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Global Financial Private Client’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
2023 Q1	–	Sell	-1,495	Closed	-$61.2K	–	694
2022 Q4	$61.2K	Sell	1,495 -103	-6%	-$4.16K	0.03%	256
2022 Q3	$59.2K	Sell	1,598 -532	-25%	-$20.3K	0.03%	254
2022 Q2	$81.9K	Sell	2,130 -387	-15%	-$15.3K	0.05%	210
2022 Q1	$107K	Sell	2,517 -15,687	-86%	-$632K	0.05%	184
2021 Q4	$735K	Sell	18,204 -1,112	-6%	-$44.6K	0.36%	66
2021 Q3	$741K	Buy	19,316 +2,471	+15%	+$95.2K	0.38%	67
2021 Q2	$658K	Buy	+16,845	New	+$656K	0.37%	71
2020 Q3	–	Sell	-386	Closed	-$10.4K	–	496
2020 Q2	$10.4K	Sell	386 -150	-28%	-$3.97K	0.01%	335
2020 Q1	$12.6K	Sell	536 -10,403	-95%	-$340K	0.01%	339
2019 Q4	$388K	Buy	+10,939	New	+$382K	0.32%	74

Other funds holding KIE

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MFS

Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return

CPA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Global Financial Private Client's KIE Position: Q1 2023 in Review

Global Financial Private Client sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2023, closing a stake of 1,495 shares — an estimated $61.2K sold.

Global Financial Private Client first reported a position in KIE in Q4 2019 and held it in 10 quarters. The position peaked at $741K in Q3 2021. 128 funds tracked by Wall St. Rank hold KIE as of Q1 2023.

Global Financial Private Client reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2023 after selling out during the quarter.
Global Financial Private Client sold 1,495 State Street SPDR S&P Insurance ETF shares in Q1 2023, an estimated $61.2K.
Global Financial Private Client first reported a position in State Street SPDR S&P Insurance ETF in Q4 2019 and held it in 10 quarters.
Global Financial Private Client's State Street SPDR S&P Insurance ETF position peaked at $741K in Q3 2021.
128 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2023.

Based on Global Financial Private Client's 13F filing for Q1 2023, filed 16 May 2024.