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

TRUE Private 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
2020 Q2	–	Sell	-57	Closed	-$1K	–	718
2020 Q1	$1K	Sell	57 -28,811	-100%	-$940K	﹤0.01%	640
2019 Q4	$1.02M	Sell	28,868 -402	-1%	-$14.1K	0.16%	83
2019 Q3	$1.03M	Sell	29,270 -2,672	-8%	-$92.1K	0.18%	78
2019 Q2	$1.08M	Sell	31,942 -31,700	-50%	-$1.04M	0.18%	75
2019 Q1	$1.97M	Sell	63,642 -61,097	-49%	-$1.87M	0.37%	47
2018 Q4	$3.54M	Sell	124,739 -18,561	-13%	-$558K	0.62%	27
2018 Q3	$4.59M	Sell	143,300 -2,323	-2%	-$73.3K	0.65%	36
2018 Q2	$4.34M	Buy	145,623 +4,923	+3%	+$151K	0.68%	32
2018 Q1	$4.36M	Buy	140,700 +12,544	+10%	+$389K	0.75%	29
2017 Q4	$3.93M	Sell	128,156 -112	-0.1%	-$3.44K	0.68%	31
2017 Q3	$3.85M	Buy	128,268 +594	+0.5%	+$17.7K	0.87%	25
2017 Q2	$3.75M	Buy	127,674 +30,630	+32%	+$882K	0.87%	26
2017 Q1	$2.76M	Buy	97,044 +42,606	+78%	+$1.21M	0.63%	29
2016 Q4	$1.51M	Buy	54,438 +44,049	+424%	+$1.16M	0.37%	39
2016 Q3	$261K	Sell	10,389 -1,140	-10%	-$27.7K	0.08%	111
2016 Q2	$273K	Buy	11,529 +1,317	+13%	+$30.9K	0.09%	108
2016 Q1	$236K	Sell	10,212 -27,480	-73%	-$604K	0.09%	106
2015 Q4	$873K	Buy	+37,692	New	+$889K	0.38%	41

Other funds holding KIE

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

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

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

KCM

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

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

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

TRUE Private Wealth Advisors's KIE Position: Q2 2020 in Review

TRUE Private Wealth Advisors sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2020, closing a stake of 57 shares — an estimated $1K sold.

TRUE Private Wealth Advisors first reported a position in KIE in Q4 2015 and held it in 18 quarters. The position peaked at $4.59M in Q3 2018. 86 funds tracked by Wall St. Rank hold KIE as of Q2 2020.

TRUE Private Wealth Advisors reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2020 after selling out during the quarter.
TRUE Private Wealth Advisors sold 57 State Street SPDR S&P Insurance ETF shares in Q2 2020, an estimated $1K.
TRUE Private Wealth Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q4 2015 and held it in 18 quarters.
TRUE Private Wealth Advisors's State Street SPDR S&P Insurance ETF position peaked at $4.59M in Q3 2018.
86 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2020, filed 7 Jul 2020.