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Pension Partners’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Pension Partners’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
2019
Q3 		$340K Buy
9,654
+27
+0.3% +$930 0.47% 9
2019
Q2 		$327K Buy
+9,627
New +$317K 0.4% 12
2018
Q4 		$264K Buy
9,304
+48
+0.5% +$1.44K 0.3% 10
2018
Q3 		$297K Buy
9,256
+34
+0.4% +$1.07K 0.24% 16
2018
Q2 		$275 Buy
9,222
+36
+0.4% +$1.1K ﹤0.01% 11
2018
Q1 		$285K Buy
9,186
+40
+0.4% +$1.24K 0.19% 10
2017
Q4 		$281 Buy
9,146
+53
+0.6% +$1.63K 0.17% 14
2017
Q3 		$273K Buy
9,093
+30
+0.3% +$894 0.21% 12
2017
Q2 		$266K Buy
9,063
+33
+0.4% +$950 0.24% 9
2017
Q1 		$259K Buy
+9,030
New +$257K 0.29% 11

Other funds holding KIE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return