Next Financial Group’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Next Financial Group’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	$6K	Hold	137	–	–	﹤0.01%	2369
2021 Q3	$5K	Sell	137 -1	-0.7%	-$39	﹤0.01%	2262
2021 Q2	$5K	Sell	138 -8	-5%	-$311	﹤0.01%	2198
2021 Q1	$5K	Sell	146 -4	-3%	-$140	﹤0.01%	2104
2020 Q4	$5K	Sell	150 -260	-63%	-$8.21K	﹤0.01%	1988
2020 Q3	$11K	Buy	+410	New	+$11.7K	﹤0.01%	1604
2017 Q4	–	Sell	-1,401	Closed	-$43K	–	874
2017 Q3	$43K	Hold	1,401	–	–	0.01%	738
2017 Q2	$41K	Sell	1,401 -921	-40%	-$26.5K	0.01%	842
2017 Q1	$67K	Buy	2,322 +750	+48%	+$21.3K	0.02%	620
2016 Q4	$43K	Hold	1,572	–	–	0.01%	1029
2016 Q3	$39K	Hold	1,572	–	–	0.01%	1058
2016 Q2	$37K	Buy	1,572 +240	+18%	+$5.64K	0.01%	749
2016 Q1	$30K	Buy	+1,332	New	+$29.3K	0.01%	782
2014 Q4	–	Sell	-3,714	Closed	-$78K	–	2132
2014 Q3	$78K	Buy	+3,714	New	+$78.7K	0.02%	746

Other funds holding KIE

FMI

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

KCM

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Next Financial Group's KIE Position: Q4 2021 in Review

Next Financial Group held its State Street SPDR S&P Insurance ETF (KIE) position steady in Q4 2021 at 137 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #2369.

Next Financial Group first reported a position in KIE in Q3 2014 and has held it in 14 quarters since. The position peaked at $78K in Q3 2014. 107 funds tracked by Wall St. Rank hold KIE as of Q4 2021.

Next Financial Group held 137 shares of State Street SPDR S&P Insurance ETF worth $6K as of Q4 2021.
Next Financial Group left its State Street SPDR S&P Insurance ETF share count unchanged in Q4 2021.
State Street SPDR S&P Insurance ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2369 holding.
Next Financial Group first reported a position in State Street SPDR S&P Insurance ETF in Q3 2014 and has held it in 14 quarters since.
Next Financial Group's State Street SPDR S&P Insurance ETF position peaked at $78K in Q3 2014.
107 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.