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

Mercer Global 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
2021 Q4	–	Sell	-134,494	Closed	-$5.08M	–	1832
2021 Q3	$5.08M	Buy	+134,494	New	+$5.18M	0.04%	348
2021 Q1	–	Sell	-122,635	Closed	-$4.12M	–	1651
2020 Q4	$4.12M	Sell	122,635 -7,761	-6%	-$245K	0.05%	259
2020 Q3	$3.57M	Buy	+130,396	New	+$3.74M	0.05%	255
2020 Q2	–	Sell	-121,512	Closed	-$3.03M	–	1102
2020 Q1	$3.03M	Buy	+121,512	New	+$3.97M	0.07%	239

Other funds holding KIE

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

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

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

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

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

KCM

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Mercer Global Advisors's KIE Position: Q4 2021 in Review

Mercer Global Advisors sold out of State Street SPDR S&P Insurance ETF (KIE) in Q4 2021, closing a stake of 134,494 shares — an estimated $5.08M sold.

Mercer Global Advisors first reported a position in KIE in Q1 2020 and held it in 4 quarters. The position peaked at $5.08M in Q3 2021. 107 funds tracked by Wall St. Rank hold KIE as of Q4 2021.

Mercer Global Advisors reported no remaining State Street SPDR S&P Insurance ETF position as of Q4 2021 after selling out during the quarter.
Mercer Global Advisors sold 134,494 State Street SPDR S&P Insurance ETF shares in Q4 2021, an estimated $5.08M.
Mercer Global Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q1 2020 and held it in 4 quarters.
Mercer Global Advisors's State Street SPDR S&P Insurance ETF position peaked at $5.08M in Q3 2021.
107 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2021.

Based on Mercer Global Advisors's 13F filing for Q4 2021, filed 4 Feb 2022.