World Equity Group’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

World Equity Group’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 Q2	–	Sell	-20,335	Closed	-$855K	–	374
2022 Q1	$855K	Buy	+20,335	New	+$819K	0.18%	143

Other funds holding KIE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

KCM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

World Equity Group's KIE Position: Q2 2022 in Review

World Equity Group sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2022, closing a stake of 20,335 shares — an estimated $855K sold.

World Equity Group first reported a position in KIE in Q1 2022 and held it in 1 quarter. The position peaked at $855K in Q1 2022. 117 funds tracked by Wall St. Rank hold KIE as of Q2 2022.

World Equity Group reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2022 after selling out during the quarter.
World Equity Group sold 20,335 State Street SPDR S&P Insurance ETF shares in Q2 2022, an estimated $855K.
World Equity Group first reported a position in State Street SPDR S&P Insurance ETF in Q1 2022 and held it in 1 quarter.
World Equity Group's State Street SPDR S&P Insurance ETF position peaked at $855K in Q1 2022.
117 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2022.

Based on World Equity Group's 13F filing for Q2 2022, filed 6 Sep 2024.