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

V 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
2023 Q3	–	Sell	-9,382	Closed	-$384K	–	248
2023 Q2	$384K	Sell	9,382 -5,552	-37%	-$221K	0.06%	238
2023 Q1	$588K	Sell	14,934 -1,975	-12%	-$82.3K	0.11%	173
2022 Q4	$692K	Sell	16,909 -4,755	-22%	-$192K	0.14%	153
2022 Q3	$783K	Sell	21,664 -3,353	-13%	-$128K	0.16%	142
2022 Q2	$946K	Buy	25,017 +7	+0%	+$276	0.18%	138
2022 Q1	$1.05M	Sell	25,010 -144	-0.6%	-$5.8K	0.17%	139
2021 Q4	$1.01M	Sell	25,154 -347	-1%	-$13.9K	0.15%	152
2021 Q3	$963K	Sell	25,501 -1,625	-6%	-$62.6K	0.15%	153
2021 Q2	$1.04M	Buy	27,126 +451	+2%	+$17.6K	0.17%	144
2021 Q1	$977K	Sell	26,675 -621	-2%	-$21.8K	0.18%	144
2020 Q4	$917K	Buy	+27,296	New	+$862K	0.19%	141
2020 Q3	–	Sell	-28,042	Closed	-$767K	–	261
2020 Q2	$767K	Sell	28,042 -170	-0.6%	-$4.5K	0.2%	125
2020 Q1	$703K	Buy	28,212 +1,331	+5%	+$43.4K	0.22%	118
2019 Q4	$947K	Hold	26,881	–	–	0.34%	78
2019 Q3	$947K	Sell	26,881 -650	-2%	-$22.4K	0.34%	78
2019 Q2	$945K	Sell	27,531 -331	-1%	-$10.9K	0.36%	77
2019 Q1	$894K	Buy	27,862 +3,241	+13%	+$99.2K	0.36%	76
2018 Q4	$712K	Buy	24,621 +130	+0.5%	+$3.91K	0.36%	74
2018 Q3	$777K	Buy	24,491 +10	+0%	+$316	0.36%	77
2018 Q2	$753K	Sell	24,481 -862	-3%	-$26.5K	0.42%	66
2018 Q1	$772K	Buy	25,343 +3,287	+15%	+$102K	0.41%	67
2017 Q4	$679K	Buy	22,056 +105	+0.5%	+$3.22K	0.34%	80
2017 Q3	$655K	Buy	21,951 +105	+0.5%	+$3.13K	0.33%	71
2017 Q2	$643K	Buy	21,846 +330	+2%	+$9.5K	0.3%	74
2017 Q1	$620K	Buy	21,516 +3,831	+22%	+$109K	0.38%	76
2016 Q4	$490K	Buy	+17,685	New	+$464K	0.36%	84

Other funds holding KIE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

FMI

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

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

FFM

Fullerton Fund Management Singapore $1.25B AUM 76.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

V Wealth Advisors's KIE Position: Q3 2023 in Review

V Wealth Advisors sold out of State Street SPDR S&P Insurance ETF (KIE) in Q3 2023, closing a stake of 9,382 shares — an estimated $384K sold.

V Wealth Advisors first reported a position in KIE in Q4 2016 and held it in 26 quarters. The position peaked at $1.05M in Q1 2022. 132 funds tracked by Wall St. Rank hold KIE as of Q3 2023.

V Wealth Advisors reported no remaining State Street SPDR S&P Insurance ETF position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 9,382 State Street SPDR S&P Insurance ETF shares in Q3 2023, an estimated $384K.
V Wealth Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q4 2016 and held it in 26 quarters.
V Wealth Advisors's State Street SPDR S&P Insurance ETF position peaked at $1.05M in Q1 2022.
132 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.