GI
KIE icon

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 – 753
2016
Q1 		$2K Buy
+90
New +$1.98K ﹤0.01% 619

Other funds holding KIE

FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return