Van Leeuwen & Company’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Van Leeuwen & Company’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	-10,587	Closed	-$264K	–	75
2020 Q1	$264K	Sell	10,587 -1,656	-14%	-$54K	0.25%	61
2019 Q4	$434K	Hold	12,243	–	–	0.36%	55
2019 Q3	$431K	Sell	12,243 -5,952	-33%	-$205K	0.41%	53
2019 Q2	$618K	Sell	18,195 -773	-4%	-$25.4K	0.55%	55
2019 Q1	$586K	Hold	18,968	–	–	0.55%	56
2018 Q4	$538K	Buy	+18,968	New	+$570K	0.54%	53

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

RJA

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

Van Leeuwen & Company's KIE Position: Q2 2020 in Review

Van Leeuwen & Company sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2020, closing a stake of 10,587 shares — an estimated $264K sold.

Van Leeuwen & Company first reported a position in KIE in Q4 2018 and held it in 6 quarters. The position peaked at $618K in Q2 2019. 86 funds tracked by Wall St. Rank hold KIE as of Q2 2020.

Van Leeuwen & Company reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2020 after selling out during the quarter.
Van Leeuwen & Company sold 10,587 State Street SPDR S&P Insurance ETF shares in Q2 2020, an estimated $264K.
Van Leeuwen & Company first reported a position in State Street SPDR S&P Insurance ETF in Q4 2018 and held it in 6 quarters.
Van Leeuwen & Company's State Street SPDR S&P Insurance ETF position peaked at $618K in Q2 2019.
86 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2020.

Based on Van Leeuwen & Company's 13F filing for Q2 2020, filed 3 Aug 2020.