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

Realta 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
2019 Q4	–	Sell	-480	Closed	-$16.8K	–	1632
2019 Q3	$17K	Hold	480	–	–	﹤0.01%	966
2019 Q2	$16K	Hold	480	–	–	﹤0.01%	1012
2019 Q1	$15K	Buy	+480	New	+$14.7K	0.01%	831

Other funds holding KIE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

KCM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

JFM

Jackson Financial Management Costa Mesa, California $194M AUM 21.54% 1-Year Est. Return

Realta Investment Advisors's KIE Position: Q4 2019 in Review

Realta Investment Advisors sold out of State Street SPDR S&P Insurance ETF (KIE) in Q4 2019, closing a stake of 480 shares — an estimated $16.8K sold.

Realta Investment Advisors first reported a position in KIE in Q1 2019 and held it in 3 quarters. The position peaked at $17K in Q3 2019. 115 funds tracked by Wall St. Rank hold KIE as of Q4 2019.

Realta Investment Advisors reported no remaining State Street SPDR S&P Insurance ETF position as of Q4 2019 after selling out during the quarter.
Realta Investment Advisors sold 480 State Street SPDR S&P Insurance ETF shares in Q4 2019, an estimated $16.8K.
Realta Investment Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q1 2019 and held it in 3 quarters.
Realta Investment Advisors's State Street SPDR S&P Insurance ETF position peaked at $17K in Q3 2019.
115 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2019.

Based on Realta Investment Advisors's 13F filing for Q4 2019, filed 5 Feb 2020.