Sowell Financial Services’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Sowell Financial Services’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
2020 Q3	–	Sell	-240	Closed	-$7K	–	2627
2020 Q2	$7K	Buy	+240	New	+$6.36K	﹤0.01%	1800

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

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

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

KCM

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

TSWM

Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return

Sowell Financial Services's KIE Position: Q3 2020 in Review

Sowell Financial Services sold out of State Street SPDR S&P Insurance ETF (KIE) in Q3 2020, closing a stake of 240 shares — an estimated $7K sold.

Sowell Financial Services first reported a position in KIE in Q2 2020 and held it in 1 quarter. The position peaked at $7K in Q2 2020. 82 funds tracked by Wall St. Rank hold KIE as of Q3 2020.

Sowell Financial Services reported no remaining State Street SPDR S&P Insurance ETF position as of Q3 2020 after selling out during the quarter.
Sowell Financial Services sold 240 State Street SPDR S&P Insurance ETF shares in Q3 2020, an estimated $7K.
Sowell Financial Services first reported a position in State Street SPDR S&P Insurance ETF in Q2 2020 and held it in 1 quarter.
Sowell Financial Services's State Street SPDR S&P Insurance ETF position peaked at $7K in Q2 2020.
82 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2020.

Based on Sowell Financial Services's 13F filing for Q3 2020, filed 12 Nov 2020.