AE Wealth Management’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$27.6K	Hold	501	–	–	﹤0.01%	2070
2025 Q4	$30.1K	Sell	501 -2,100	-81%	-$124K	﹤0.01%	1943
2025 Q3	$154K	Hold	2,601	–	–	﹤0.01%	1455
2025 Q2	$155K	Sell	2,601 -50	-2%	-$2.9K	﹤0.01%	1369
2025 Q1	$160K	Hold	2,651	–	–	﹤0.01%	1336
2024 Q4	$150K	Buy	+2,651	New	+$154K	﹤0.01%	1337
2024 Q1	–	Sell	-5,252	Closed	-$250K	–	1609
2023 Q4	$250K	Sell	5,252 -13,014	-71%	-$572K	﹤0.01%	1794
2023 Q3	$777K	Sell	18,266 -8,625	-32%	-$366K	﹤0.01%	1200
2023 Q2	$1.1M	Buy	+26,891	New	+$1.07M	0.01%	1052
2022 Q1	–	Sell	-29,733	Closed	-$1.2M	–	1754
2021 Q4	$1.2M	Buy	29,733 +8,008	+37%	+$321K	0.01%	867
2021 Q3	$821K	Buy	21,725 +7,822	+56%	+$301K	0.01%	936
2021 Q2	$536K	Buy	+13,903	New	+$541K	﹤0.01%	1122
2020 Q1	–	Sell	-7,945	Closed	-$281K	–	1210
2019 Q4	$281K	Buy	+7,945	New	+$278K	0.01%	925