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

Transform Wealth’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
2023 Q2	–	Sell	-36,742	Closed	-$1.45M	–	271
2023 Q1	$1.45M	Sell	36,742 -2,700	-7%	-$112K	0.14%	115
2022 Q4	$1.62M	Buy	+39,442	New	+$1.59M	0.18%	108

Other funds holding KIE

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CPA

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

Transform Wealth's KIE Position: Q2 2023 in Review

Transform Wealth sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2023, closing a stake of 36,742 shares — an estimated $1.45M sold.

Transform Wealth first reported a position in KIE in Q4 2022 and held it in 2 quarters. The position peaked at $1.62M in Q4 2022. 118 funds tracked by Wall St. Rank hold KIE as of Q2 2023.

Transform Wealth reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2023 after selling out during the quarter.
Transform Wealth sold 36,742 State Street SPDR S&P Insurance ETF shares in Q2 2023, an estimated $1.45M.
Transform Wealth first reported a position in State Street SPDR S&P Insurance ETF in Q4 2022 and held it in 2 quarters.
Transform Wealth's State Street SPDR S&P Insurance ETF position peaked at $1.62M in Q4 2022.
118 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2023.

Based on Transform Wealth's 13F filing for Q2 2023, filed 14 Jul 2023.