Capital Planning Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.21M | Sell |
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|
2025
Q2 | $8.46M | Sell |
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|
2025
Q1 | $8.85M | Buy |
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|
2024
Q4 | $8.24M | Buy |
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|
2024
Q3 | $7.87M | Buy |
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|
2024
Q2 | $6.87M | Buy |
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|
2024
Q1 | $6.95M | Sell |
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|
2023
Q4 | $6.17M | Buy |
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|
2023
Q3 | $5.78M | Sell |
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|
2023
Q2 | $5.72M | Sell |
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|
2023
Q1 | $6.08M | Sell |
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|
2022
Q4 | $7.69M | Sell |
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|
2022
Q3 | $6.97M | Buy |
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|
2022
Q2 | $6.06M | Buy |
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