MCF Advisors’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

MCF Advisors’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
2022 Q4	–	Sell	-588	Closed	-$21K	–	852
2022 Q3	$21K	Hold	588	–	–	﹤0.01%	452
2022 Q2	$22K	Hold	588	–	–	﹤0.01%	428
2022 Q1	$25K	Buy	+588	New	+$23.7K	﹤0.01%	425
2021 Q4	–	Sell	-588	Closed	-$22K	–	389
2021 Q3	$22K	Hold	588	–	–	﹤0.01%	404
2021 Q2	$23K	Hold	588	–	–	﹤0.01%	373
2021 Q1	$22K	Hold	588	–	–	﹤0.01%	355
2020 Q4	$20K	Hold	588	–	–	﹤0.01%	338
2020 Q3	$16K	Buy	+588	New	+$16.8K	﹤0.01%	341

Other funds holding KIE

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MCF Advisors's KIE Position: Q4 2022 in Review

MCF Advisors sold out of State Street SPDR S&P Insurance ETF (KIE) in Q4 2022, closing a stake of 588 shares — an estimated $21K sold.

MCF Advisors first reported a position in KIE in Q3 2020 and held it in 8 quarters. The position peaked at $25K in Q1 2022. 135 funds tracked by Wall St. Rank hold KIE as of Q4 2022.

MCF Advisors reported no remaining State Street SPDR S&P Insurance ETF position as of Q4 2022 after selling out during the quarter.
MCF Advisors sold 588 State Street SPDR S&P Insurance ETF shares in Q4 2022, an estimated $21K.
MCF Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q3 2020 and held it in 8 quarters.
MCF Advisors's State Street SPDR S&P Insurance ETF position peaked at $25K in Q1 2022.
135 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2022.

Based on MCF Advisors's 13F filing for Q4 2022, filed 31 Jan 2023.