Laurel Wealth Advisors (North Carolina)’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 Q3	–	Sell	-829	Closed	-$32K	–	706
2021 Q2	$32K	Buy	+829	New	+$32.3K	0.01%	324
2019 Q3	–	Sell	-41	Closed	-$1K	–	527
2019 Q2	$1K	Buy	+41	New	+$1.35K	﹤0.01%	501

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

KCM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Laurel Wealth Advisors (North Carolina)'s KIE Position: Q3 2021 in Review

Laurel Wealth Advisors (North Carolina) sold out of State Street SPDR S&P Insurance ETF (KIE) in Q3 2021, closing a stake of 829 shares — an estimated $32K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in KIE in Q2 2019 and held it in 2 quarters. The position peaked at $32K in Q2 2021. 99 funds tracked by Wall St. Rank hold KIE as of Q3 2021.

Laurel Wealth Advisors (North Carolina) reported no remaining State Street SPDR S&P Insurance ETF position as of Q3 2021 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 829 State Street SPDR S&P Insurance ETF shares in Q3 2021, an estimated $32K.
Laurel Wealth Advisors (North Carolina) first reported a position in State Street SPDR S&P Insurance ETF in Q2 2019 and held it in 2 quarters.
Laurel Wealth Advisors (North Carolina)'s State Street SPDR S&P Insurance ETF position peaked at $32K in Q2 2021.
99 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2021.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2021, filed 12 Nov 2021.