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Smith Anglin Financial’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Smith Anglin Financial’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
-7,422
Closed -$286K – 142
2021
Q2 		$286K Buy
+7,422
New +$289K 0.06% 113

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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Barclays
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Smith Anglin Financial's KIE Position: Q3 2021 in Review

Smith Anglin Financial sold out of State Street SPDR S&P Insurance ETF (KIE) in Q3 2021, closing a stake of 7,422 shares — an estimated $286K sold.

Smith Anglin Financial first reported a position in KIE in Q2 2021 and held it in 1 quarter. The position peaked at $286K in Q2 2021. 99 funds tracked by Wall St. Rank hold KIE as of Q3 2021.

  • Smith Anglin Financial reported no remaining State Street SPDR S&P Insurance ETF position as of Q3 2021 after selling out during the quarter.
  • Smith Anglin Financial sold 7,422 State Street SPDR S&P Insurance ETF shares in Q3 2021, an estimated $286K.
  • Smith Anglin Financial first reported a position in State Street SPDR S&P Insurance ETF in Q2 2021 and held it in 1 quarter.
  • Smith Anglin Financial's State Street SPDR S&P Insurance ETF position peaked at $286K in Q2 2021.
  • 99 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2021.

Based on Smith Anglin Financial's 13F filing for Q3 2021, filed 20 Oct 2021.