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Proquility Private Wealth Partners’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Proquility Private Wealth 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
2021
Q1 		– Sell
-13,534
Closed -$454K – 92
2020
Q4 		$454K Buy
+13,534
New +$427K 0.21% 74

Other funds holding KIE

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Proquility Private Wealth Partners's KIE Position: Q1 2021 in Review

Proquility Private Wealth Partners sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2021, closing a stake of 13,534 shares — an estimated $454K sold.

Proquility Private Wealth Partners first reported a position in KIE in Q4 2020 and held it in 1 quarter. The position peaked at $454K in Q4 2020. 92 funds tracked by Wall St. Rank hold KIE as of Q1 2021.

  • Proquility Private Wealth Partners reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2021 after selling out during the quarter.
  • Proquility Private Wealth Partners sold 13,534 State Street SPDR S&P Insurance ETF shares in Q1 2021, an estimated $454K.
  • Proquility Private Wealth Partners first reported a position in State Street SPDR S&P Insurance ETF in Q4 2020 and held it in 1 quarter.
  • Proquility Private Wealth Partners's State Street SPDR S&P Insurance ETF position peaked at $454K in Q4 2020.
  • 92 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2021.

Based on Proquility Private Wealth Partners's 13F filing for Q1 2021, filed 8 Jun 2021.