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

Global Wealth Management Investment Advisory’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
-39
Closed -$1K – 639
2020
Q1 		$1K Buy
+39
New +$1.27K ﹤0.01% 550

Other funds holding KIE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $374B AUM 17.66% 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 $89.9B AUM 20.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $570B AUM 27.57% 1-Year Est. Return

Global Wealth Management Investment Advisory's KIE Position: Q2 2020 in Review

Global Wealth Management Investment Advisory sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2020, closing a stake of 39 shares — an estimated $1K sold.

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

  • Global Wealth Management Investment Advisory reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 39 State Street SPDR S&P Insurance ETF shares in Q2 2020, an estimated $1K.
  • Global Wealth Management Investment Advisory first reported a position in State Street SPDR S&P Insurance ETF in Q1 2020 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's State Street SPDR S&P Insurance ETF position peaked at $1K in Q1 2020.
  • 86 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2020, filed 12 Aug 2020.