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

WealthOne’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
Q3 		– Sell
-11,630
Closed -$448K – 138
2021
Q2 		$448K Buy
+11,630
New +$453K 0.18% 67

Other funds holding KIE

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WealthOne's KIE Position: Q3 2021 in Review

WealthOne sold out of State Street SPDR S&P Insurance ETF (KIE) in Q3 2021, closing a stake of 11,630 shares — an estimated $448K sold.

WealthOne first reported a position in KIE in Q2 2021 and held it in 1 quarter. The position peaked at $448K in Q2 2021. 99 funds tracked by Wall St. Rank hold KIE as of Q3 2021.

  • WealthOne reported no remaining State Street SPDR S&P Insurance ETF position as of Q3 2021 after selling out during the quarter.
  • WealthOne sold 11,630 State Street SPDR S&P Insurance ETF shares in Q3 2021, an estimated $448K.
  • WealthOne first reported a position in State Street SPDR S&P Insurance ETF in Q2 2021 and held it in 1 quarter.
  • WealthOne's State Street SPDR S&P Insurance ETF position peaked at $448K in Q2 2021.
  • 99 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2021.

Based on WealthOne's 13F filing for Q3 2021, filed 1 Nov 2021.