TCI Wealth Advisors’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

TCI Wealth Advisors’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 Q4	–	Sell	-55	Closed	-$2K	–	2420
2021 Q3	$2K	Buy	+55	New	+$2.12K	﹤0.01%	2146
2020 Q2	–	Sell	-16	Closed	–	–	1562
2020 Q1	$0	Hold	16	–	–	﹤0.01%	1630
2019 Q4	$1K	Buy	+16	New	+$559	﹤0.01%	1367
2019 Q2	–	Sell	-10	Closed	–	–	1490
2019 Q1	$0	Buy	+10	New	+$306	﹤0.01%	1475

Other funds holding KIE

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

KCM

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

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

TCI Wealth Advisors's KIE Position: Q4 2021 in Review

TCI Wealth Advisors sold out of State Street SPDR S&P Insurance ETF (KIE) in Q4 2021, closing a stake of 55 shares — an estimated $2K sold.

TCI Wealth Advisors first reported a position in KIE in Q1 2019 and held it in 4 quarters. The position peaked at $2K in Q3 2021. 107 funds tracked by Wall St. Rank hold KIE as of Q4 2021.

TCI Wealth Advisors reported no remaining State Street SPDR S&P Insurance ETF position as of Q4 2021 after selling out during the quarter.
TCI Wealth Advisors sold 55 State Street SPDR S&P Insurance ETF shares in Q4 2021, an estimated $2K.
TCI Wealth Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q1 2019 and held it in 4 quarters.
TCI Wealth Advisors's State Street SPDR S&P Insurance ETF position peaked at $2K in Q3 2021.
107 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2021.

Based on TCI Wealth Advisors's 13F filing for Q4 2021, filed 24 Jan 2022.