TCWP’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

TCWP’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
2022 Q2	–	Sell	-994	Closed	-$41K	–	1047
2022 Q1	$41K	Buy	+994	New	+$40K	0.01%	524

Other funds holding KIE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

KCM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

TCWP's KIE Position: Q2 2022 in Review

TCWP sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2022, closing a stake of 994 shares — an estimated $41K sold.

TCWP first reported a position in KIE in Q1 2022 and held it in 1 quarter. The position peaked at $41K in Q1 2022. 117 funds tracked by Wall St. Rank hold KIE as of Q2 2022.

TCWP reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2022 after selling out during the quarter.
TCWP sold 994 State Street SPDR S&P Insurance ETF shares in Q2 2022, an estimated $41K.
TCWP first reported a position in State Street SPDR S&P Insurance ETF in Q1 2022 and held it in 1 quarter.
TCWP's State Street SPDR S&P Insurance ETF position peaked at $41K in Q1 2022.
117 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.