Wealthspire Advisors (Maryland)’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-835	Closed	-$26K	–	1266
2019 Q1	$26K	Buy	835 +724	+652%	+$22.2K	﹤0.01%	1170
2018 Q4	$3K	Hold	111	–	–	﹤0.01%	1954
2018 Q3	$4K	Hold	111	–	–	﹤0.01%	1904
2018 Q2	$3K	Hold	111	–	–	﹤0.01%	2018
2018 Q1	$3K	Hold	111	–	–	﹤0.01%	2033
2017 Q4	$3K	Hold	111	–	–	﹤0.01%	1997
2017 Q3	$3K	Hold	111	–	–	﹤0.01%	1910
2017 Q2	$3K	Buy	+111	New	+$3.19K	﹤0.01%	1895

Other funds holding KIE

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

FMI

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s KIE Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2019, closing a stake of 835 shares — an estimated $26K sold.

Wealthspire Advisors (Maryland) first reported a position in KIE in Q2 2017 and held it in 8 quarters. The position peaked at $26K in Q1 2019. 111 funds tracked by Wall St. Rank hold KIE as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 835 State Street SPDR S&P Insurance ETF shares in Q2 2019, an estimated $26K.
Wealthspire Advisors (Maryland) first reported a position in State Street SPDR S&P Insurance ETF in Q2 2017 and held it in 8 quarters.
Wealthspire Advisors (Maryland)'s State Street SPDR S&P Insurance ETF position peaked at $26K in Q1 2019.
111 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.