Arkadios Wealth Advisors’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
$952K Buy
15,942
+142
+0.9% +$8.48K 0.03% 583
2025
Q1
$956K Buy
15,800
+1,264
+9% +$76.5K 0.04% 472
2024
Q4
$822K Sell
14,536
-98
-0.7% -$5.54K 0.04% 379
2024
Q3
$830K Sell
14,634
-36,809
-72% -$2.09M 0.05% 371
2024
Q2
$2.56M Buy
51,443
+4,094
+9% +$204K 0.17% 127
2024
Q1
$2.47M Buy
47,349
+37,092
+362% +$1.93M 0.19% 123
2023
Q4
$464K Buy
10,257
+67
+0.7% +$3.03K 0.04% 388
2023
Q3
$434K Sell
10,190
-702
-6% -$29.9K 0.04% 378
2023
Q2
$445K Sell
10,892
-1,121
-9% -$45.8K 0.05% 336
2023
Q1
$473K Buy
12,013
+576
+5% +$22.7K 0.06% 314
2022
Q4
$468K Buy
11,437
+2,139
+23% +$87.6K 0.06% 296
2022
Q3
$336K Sell
9,298
-772
-8% -$27.9K 0.05% 344
2022
Q2
$381K Sell
10,070
-2,768
-22% -$105K 0.06% 339
2022
Q1
$540K Sell
12,838
-2,633
-17% -$111K 0.07% 297
2021
Q4
$625K Sell
15,471
-350
-2% -$14.1K 0.08% 277
2021
Q3
$597K Sell
15,821
-42
-0.3% -$1.59K 0.09% 258
2021
Q2
$611K Buy
15,863
+13,859
+692% +$534K 0.07% 285
2021
Q1
$73K Buy
2,004
+442
+28% +$16.1K 0.01% 600
2020
Q4
$52K Buy
1,562
+9
+0.6% +$300 0.01% 552
2020
Q3
$46K Buy
1,553
+8
+0.5% +$237 0.02% 434
2020
Q2
$42.7K Buy
1,545
+7
+0.5% +$194 0.02% 399
2020
Q1
$38.3K Buy
1,538
+10
+0.7% +$249 0.02% 377
2019
Q4
$57.3K Buy
+1,528
New +$57.3K 0.03% 297