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

Jeppson Wealth Management’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 Q4	–	Sell	-300	Closed	-$8K	–	292
2020 Q3	$8K	Buy	+300	New	+$8.6K	0.01%	412

Other funds holding KIE

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

TSWM

Triangle Securities Wealth Management Raleigh, North Carolina $522M AUM 18.15% 1-Year Est. Return

Jeppson Wealth Management's KIE Position: Q4 2020 in Review

Jeppson Wealth Management sold out of State Street SPDR S&P Insurance ETF (KIE) in Q4 2020, closing a stake of 300 shares — an estimated $8K sold.

Jeppson Wealth Management first reported a position in KIE in Q3 2020 and held it in 1 quarter. The position peaked at $8K in Q3 2020. 92 funds tracked by Wall St. Rank hold KIE as of Q4 2020.

Jeppson Wealth Management reported no remaining State Street SPDR S&P Insurance ETF position as of Q4 2020 after selling out during the quarter.
Jeppson Wealth Management sold 300 State Street SPDR S&P Insurance ETF shares in Q4 2020, an estimated $8K.
Jeppson Wealth Management first reported a position in State Street SPDR S&P Insurance ETF in Q3 2020 and held it in 1 quarter.
Jeppson Wealth Management's State Street SPDR S&P Insurance ETF position peaked at $8K in Q3 2020.
92 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.