AE Wealth Management’s SPDR S&P Insurance ETF KIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $155K | Sell |
2,601
-50
| -2% | -$2.99K | ﹤0.01% | 1369 |
|
|
2025
Q1 | $160K | Hold |
2,651
| – | – | ﹤0.01% | 1336 |
|
|
2024
Q4 | $150K | Buy |
+2,651
| New | +$150K | ﹤0.01% | 1337 |
|
|
2024
Q1 | – | Sell |
-5,252
| Closed | -$250K | – | 1607 |
|
|
2023
Q4 | $250K | Sell |
5,252
-13,014
| -71% | -$619K | ﹤0.01% | 1791 |
|
|
2023
Q3 | $777K | Sell |
18,266
-8,625
| -32% | -$367K | ﹤0.01% | 1198 |
|
|
2023
Q2 | $1.1M | Buy |
+26,891
| New | +$1.1M | 0.01% | 1051 |
|
|
2022
Q1 | – | Sell |
-29,733
| Closed | -$1.2M | – | 1749 |
|
|
2021
Q4 | $1.2M | Buy |
29,733
+8,008
| +37% | +$323K | 0.01% | 867 |
|
|
2021
Q3 | $821K | Buy |
21,725
+7,822
| +56% | +$296K | 0.01% | 934 |
|
|
2021
Q2 | $536K | Buy |
+13,903
| New | +$536K | ﹤0.01% | 1119 |
|
|
2020
Q1 | – | Sell |
-7,945
| Closed | -$281K | – | 1198 |
|
|
2019
Q4 | $281K | Buy |
+7,945
| New | +$281K | 0.01% | 924 |
|