Red Door Wealth Management’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Red Door Wealth Management’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 Q3	–	Sell	-4,320	Closed	-$166K	–	403
2021 Q2	$166K	Buy	+4,320	New	+$168K	0.06%	158
2020 Q3	–	Sell	-6,069	Closed	-$166K	–	267
2020 Q2	$166K	Sell	6,069 -322	-5%	-$8.53K	0.12%	108
2020 Q1	$159K	Sell	6,391 -1,285	-17%	-$41.9K	0.15%	95
2019 Q4	$272K	Buy	+7,676	New	+$268K	0.24%	81

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

KCM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Red Door Wealth Management's KIE Position: Q3 2021 in Review

Red Door Wealth Management sold out of State Street SPDR S&P Insurance ETF (KIE) in Q3 2021, closing a stake of 4,320 shares — an estimated $166K sold.

Red Door Wealth Management first reported a position in KIE in Q4 2019 and held it in 4 quarters. The position peaked at $272K in Q4 2019. 99 funds tracked by Wall St. Rank hold KIE as of Q3 2021.

Red Door Wealth Management reported no remaining State Street SPDR S&P Insurance ETF position as of Q3 2021 after selling out during the quarter.
Red Door Wealth Management sold 4,320 State Street SPDR S&P Insurance ETF shares in Q3 2021, an estimated $166K.
Red Door Wealth Management first reported a position in State Street SPDR S&P Insurance ETF in Q4 2019 and held it in 4 quarters.
Red Door Wealth Management's State Street SPDR S&P Insurance ETF position peaked at $272K in Q4 2019.
99 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2021.

Based on Red Door Wealth Management's 13F filing for Q3 2021, filed 14 Oct 2021.