Allworth Financial’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	$57.3K	Hold	1,042	–	–	﹤0.01%	2213
2025 Q4	$62.7K	Buy	1,042 +985	+1,728%	+$58K	﹤0.01%	2051
2025 Q3	$3.38K	Hold	57	–	–	﹤0.01%	3757
2025 Q2	$3.41K	Hold	57	–	–	﹤0.01%	3471
2025 Q1	$3.28K	Hold	57	–	–	﹤0.01%	3000
2024 Q4	$3.25K	Hold	57	–	–	﹤0.01%	2961
2024 Q3	$3.23K	Hold	57	–	–	﹤0.01%	2757
2024 Q2	$2.93K	Hold	57	–	–	﹤0.01%	2757
2024 Q1	$2.97K	Hold	57	–	–	﹤0.01%	2638
2023 Q4	$2.58K	Hold	57	–	–	﹤0.01%	2563
2023 Q3	$2.42K	Hold	57	–	–	﹤0.01%	2452
2023 Q2	$2.33K	Hold	57	–	–	﹤0.01%	2418
2023 Q1	$2.24K	Hold	57	–	–	﹤0.01%	2361
2022 Q4	$2.33K	Hold	57	–	–	﹤0.01%	2186
2022 Q3	$2K	Hold	57	–	–	﹤0.01%	2165
2022 Q2	$2K	Hold	57	–	–	﹤0.01%	2005
2022 Q1	$2K	Hold	57	–	–	﹤0.01%	1798
2021 Q4	$2K	Hold	57	–	–	﹤0.01%	1727
2021 Q3	$2K	Hold	57	–	–	﹤0.01%	1686
2021 Q2	$2K	Hold	57	–	–	﹤0.01%	1380
2021 Q1	$2K	Hold	57	–	–	﹤0.01%	1310
2020 Q4	$2K	Hold	57	–	–	﹤0.01%	1168
2020 Q3	$2K	Hold	57	–	–	﹤0.01%	996
2020 Q2	$2K	Hold	57	–	–	﹤0.01%	1018
2020 Q1	$1K	Hold	57	–	–	﹤0.01%	1151
2019 Q4	$2K	Buy	+57	New	+$1.99K	﹤0.01%	911
2017 Q2	–	Sell	-327	Closed	-$9K	–	791
2017 Q1	$9K	Buy	+327	New	+$9.31K	﹤0.01%	457