Gradient Investments’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Gradient Investments’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	-594	Closed	-$17K	–	1220
2020 Q4	$17K	Hold	594	–	–	﹤0.01%	603
2020 Q3	$17K	Buy	594 +555	+1,423%	+$15.9K	﹤0.01%	607
2020 Q2	$1K	Hold	39	–	–	﹤0.01%	986
2020 Q1	$1K	Hold	39	–	–	﹤0.01%	1010
2019 Q4	$1K	Hold	39	–	–	﹤0.01%	1024
2019 Q3	$1K	Sell	39 -836	-96%	-$28.8K	﹤0.01%	1013
2019 Q2	$30K	Buy	875 +836	+2,144%	+$27.5K	﹤0.01%	452
2019 Q1	$1K	Hold	39	–	–	﹤0.01%	799
2018 Q4	$1K	Buy	+39	New	+$1.17K	﹤0.01%	875
2016 Q2	–	Sell	-90	Closed	-$2K	–	752
2016 Q1	$2K	Buy	+90	New	+$1.98K	﹤0.01%	619

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

Gradient Investments's KIE Position: Q1 2021 in Review

Gradient Investments sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2021, closing a stake of 594 shares — an estimated $17K sold.

Gradient Investments first reported a position in KIE in Q1 2016 and held it in 10 quarters. The position peaked at $30K in Q2 2019. 92 funds tracked by Wall St. Rank hold KIE as of Q1 2021.

Gradient Investments reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2021 after selling out during the quarter.
Gradient Investments sold 594 State Street SPDR S&P Insurance ETF shares in Q1 2021, an estimated $17K.
Gradient Investments first reported a position in State Street SPDR S&P Insurance ETF in Q1 2016 and held it in 10 quarters.
Gradient Investments's State Street SPDR S&P Insurance ETF position peaked at $30K in Q2 2019.
92 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2021.

Based on Gradient Investments's 13F filing for Q1 2021, filed 21 Apr 2021.