Total Clarity Wealth Management’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Total Clarity Wealth Management’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 Q3	–	Sell	-110	Closed	-$4K	–	627
2022 Q2	$4K	Buy	+110	New	+$4.33K	﹤0.01%	848
2020 Q1	–	Sell	-7,093	Closed	-$251K	–	372
2019 Q4	$251K	Buy	+7,093	New	+$248K	0.19%	106

Other funds holding KIE

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

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

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

FMI

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

CPA

Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return

Total Clarity Wealth Management's KIE Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of State Street SPDR S&P Insurance ETF (KIE) in Q3 2022, closing a stake of 110 shares — an estimated $4K sold.

Total Clarity Wealth Management first reported a position in KIE in Q4 2019 and held it in 2 quarters. The position peaked at $251K in Q4 2019. 113 funds tracked by Wall St. Rank hold KIE as of Q3 2022.

Total Clarity Wealth Management reported no remaining State Street SPDR S&P Insurance ETF position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 110 State Street SPDR S&P Insurance ETF shares in Q3 2022, an estimated $4K.
Total Clarity Wealth Management first reported a position in State Street SPDR S&P Insurance ETF in Q4 2019 and held it in 2 quarters.
Total Clarity Wealth Management's State Street SPDR S&P Insurance ETF position peaked at $251K in Q4 2019.
113 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.