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Independent Advisor Alliance’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Independent Advisor 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
2020
Q1 		– Sell
-6,715
Closed -$238K – 664
2019
Q4 		$238K Buy
+6,715
New +$235K 0.01% 761

Other funds holding KIE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Independent Advisor Alliance's KIE Position: Q1 2020 in Review

Independent Advisor Alliance sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2020, closing a stake of 6,715 shares — an estimated $238K sold.

Independent Advisor Alliance first reported a position in KIE in Q4 2019 and held it in 1 quarter. The position peaked at $238K in Q4 2019. 96 funds tracked by Wall St. Rank hold KIE as of Q1 2020.

  • Independent Advisor Alliance reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 6,715 State Street SPDR S&P Insurance ETF shares in Q1 2020, an estimated $238K.
  • Independent Advisor Alliance first reported a position in State Street SPDR S&P Insurance ETF in Q4 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's State Street SPDR S&P Insurance ETF position peaked at $238K in Q4 2019.
  • 96 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.