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	–	920
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

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

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

Bank of America

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

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

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

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return