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

Optimum Investment 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
2020 Q4	–	Sell	-600	Closed	-$17K	–	916
2020 Q3	$17K	Hold	600	–	–	0.01%	633
2020 Q2	$16K	Hold	600	–	–	0.01%	638
2020 Q1	$15K	Hold	600	–	–	0.01%	629
2019 Q4	$21K	Hold	600	–	–	0.01%	663
2019 Q3	$21K	Hold	600	–	–	0.01%	675
2019 Q2	$20K	Hold	600	–	–	0.01%	673
2019 Q1	$19K	Hold	600	–	–	0.01%	698
2018 Q4	$17K	Hold	600	–	–	0.01%	677
2018 Q3	$19K	Hold	600	–	–	0.01%	744
2018 Q2	$18K	Hold	600	–	–	0.01%	752
2018 Q1	$19K	Buy	+600	New	+$18.6K	0.01%	715

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

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 40.91% 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 $504M AUM 28.13% 1-Year Est. Return

Optimum Investment Advisors's KIE Position: Q4 2020 in Review

Optimum Investment Advisors sold out of State Street SPDR S&P Insurance ETF (KIE) in Q4 2020, closing a stake of 600 shares — an estimated $17K sold.

Optimum Investment Advisors first reported a position in KIE in Q1 2018 and held it in 11 quarters. The position peaked at $21K in Q4 2019. 92 funds tracked by Wall St. Rank hold KIE as of Q4 2020.

Optimum Investment Advisors reported no remaining State Street SPDR S&P Insurance ETF position as of Q4 2020 after selling out during the quarter.
Optimum Investment Advisors sold 600 State Street SPDR S&P Insurance ETF shares in Q4 2020, an estimated $17K.
Optimum Investment Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q1 2018 and held it in 11 quarters.
Optimum Investment Advisors's State Street SPDR S&P Insurance ETF position peaked at $21K in Q4 2019.
92 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2020.

Based on Optimum Investment Advisors's 13F filing for Q4 2020, filed 21 Jan 2021.