Wealthcare Advisory Partners’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-407	Closed	-$15K	–	1242
2021 Q1	$15K	Buy	+407	New	+$14.3K	﹤0.01%	1318
2020 Q2	–	Sell	-411	Closed	-$10K	–	890
2020 Q1	$10K	Buy	411 +111	+37%	+$3.62K	﹤0.01%	925
2019 Q4	$11K	Hold	300	–	–	﹤0.01%	914
2019 Q3	$11K	Hold	300	–	–	﹤0.01%	895
2019 Q2	$10K	Hold	300	–	–	﹤0.01%	903
2019 Q1	$9K	Buy	+300	New	+$9.18K	﹤0.01%	842

Other funds holding KIE

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FMI

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

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

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

KCM

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

Wealthcare Advisory Partners's KIE Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2021, closing a stake of 407 shares — an estimated $15K sold.

Wealthcare Advisory Partners first reported a position in KIE in Q1 2019 and held it in 6 quarters. The position peaked at $15K in Q1 2021. 107 funds tracked by Wall St. Rank hold KIE as of Q2 2021.

Wealthcare Advisory Partners reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 407 State Street SPDR S&P Insurance ETF shares in Q2 2021, an estimated $15K.
Wealthcare Advisory Partners first reported a position in State Street SPDR S&P Insurance ETF in Q1 2019 and held it in 6 quarters.
Wealthcare Advisory Partners's State Street SPDR S&P Insurance ETF position peaked at $15K in Q1 2021.
107 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.