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Sterling Investment Advisors (Pennsylvania)’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
-144
Closed -$5K – 423
2019
Q3 		$5K Hold
144
– – ﹤0.01% 372
2019
Q2 		$5K Buy
+144
New +$4.74K ﹤0.01% 378

Other funds holding KIE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JFM
Jackson Financial Management Costa Mesa, California $194M AUM 21.54% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s KIE Position: Q4 2019 in Review

Sterling Investment Advisors (Pennsylvania) sold out of State Street SPDR S&P Insurance ETF (KIE) in Q4 2019, closing a stake of 144 shares — an estimated $5K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in KIE in Q2 2019 and held it in 2 quarters. The position peaked at $5K in Q3 2019. 115 funds tracked by Wall St. Rank hold KIE as of Q4 2019.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining State Street SPDR S&P Insurance ETF position as of Q4 2019 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 144 State Street SPDR S&P Insurance ETF shares in Q4 2019, an estimated $5K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in State Street SPDR S&P Insurance ETF in Q2 2019 and held it in 2 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s State Street SPDR S&P Insurance ETF position peaked at $5K in Q3 2019.
  • 115 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2019.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q4 2019, filed 10 Feb 2020.