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

WealthSource 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
2022
Q1 		– Sell
-15,807
Closed -$638K – 603
2021
Q4 		$638K Buy
+15,807
New +$633K 0.05% 271

Other funds holding KIE

FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WealthSource Partners's KIE Position: Q1 2022 in Review

WealthSource Partners sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2022, closing a stake of 15,807 shares — an estimated $638K sold.

WealthSource Partners first reported a position in KIE in Q4 2021 and held it in 1 quarter. The position peaked at $638K in Q4 2021. 113 funds tracked by Wall St. Rank hold KIE as of Q1 2022.

  • WealthSource Partners reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2022 after selling out during the quarter.
  • WealthSource Partners sold 15,807 State Street SPDR S&P Insurance ETF shares in Q1 2022, an estimated $638K.
  • WealthSource Partners first reported a position in State Street SPDR S&P Insurance ETF in Q4 2021 and held it in 1 quarter.
  • WealthSource Partners's State Street SPDR S&P Insurance ETF position peaked at $638K in Q4 2021.
  • 113 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2022.

Based on WealthSource Partners's 13F filing for Q1 2022, filed 9 May 2022.