Tarbox Family Office’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Tarbox Family Office’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	-4,494	Closed	-$158K	–	1147
2019 Q3	$158K	Hold	4,494	–	–	0.05%	101
2019 Q2	$153K	Hold	4,494	–	–	0.05%	101
2019 Q1	$139K	Hold	4,494	–	–	0.05%	100
2018 Q4	$127K	Hold	4,494	–	–	0.05%	100
2018 Q3	$144K	Hold	4,494	–	–	0.05%	104
2018 Q2	$134K	Hold	4,494	–	–	0.05%	105
2018 Q1	$139K	Hold	4,494	–	–	0.05%	101
2017 Q4	$138K	Hold	4,494	–	–	0.05%	103
2017 Q3	$135K	Hold	4,494	–	–	0.06%	98
2017 Q2	$132K	Hold	4,494	–	–	0.07%	93
2017 Q1	$129K	Buy	+4,494	New	+$128K	0.07%	82

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 40.89% 1-Year Est. Return

JFM

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

Tarbox Family Office's KIE Position: Q4 2019 in Review

Tarbox Family Office sold out of State Street SPDR S&P Insurance ETF (KIE) in Q4 2019, closing a stake of 4,494 shares — an estimated $158K sold.

Tarbox Family Office first reported a position in KIE in Q1 2017 and held it in 11 quarters. The position peaked at $158K in Q3 2019. 115 funds tracked by Wall St. Rank hold KIE as of Q4 2019.

Tarbox Family Office reported no remaining State Street SPDR S&P Insurance ETF position as of Q4 2019 after selling out during the quarter.
Tarbox Family Office sold 4,494 State Street SPDR S&P Insurance ETF shares in Q4 2019, an estimated $158K.
Tarbox Family Office first reported a position in State Street SPDR S&P Insurance ETF in Q1 2017 and held it in 11 quarters.
Tarbox Family Office's State Street SPDR S&P Insurance ETF position peaked at $158K in Q3 2019.
115 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2019.

Based on Tarbox Family Office's 13F filing for Q4 2019, filed 31 Jan 2020.