TFO Wealth Partners’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

TFO Wealth Partners’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 Q2	–	Sell	-140	Closed	-$5K	–	140
2021 Q1	$5K	Buy	+140	New	+$4.91K	﹤0.01%	146

Other funds holding KIE

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FMI

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

KCM

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

TFO Wealth Partners's KIE Position: Q2 2021 in Review

TFO Wealth Partners sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2021, closing a stake of 140 shares — an estimated $5K sold.

TFO Wealth Partners first reported a position in KIE in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 107 funds tracked by Wall St. Rank hold KIE as of Q2 2021.

TFO Wealth Partners reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2021 after selling out during the quarter.
TFO Wealth Partners sold 140 State Street SPDR S&P Insurance ETF shares in Q2 2021, an estimated $5K.
TFO Wealth Partners first reported a position in State Street SPDR S&P Insurance ETF in Q1 2021 and held it in 1 quarter.
TFO Wealth Partners's State Street SPDR S&P Insurance ETF position peaked at $5K in Q1 2021.
107 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2021.

Based on TFO Wealth Partners's 13F filing for Q2 2021, filed 14 Jul 2021.