Creative Planning’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
2019 Q4	–	Sell	-7,189	Closed	-$253K	–	2060
2019 Q3	$253K	Buy	+7,189	New	+$248K	﹤0.01%	1470
2017 Q3	–	Sell	-2,217	Closed	-$65K	–	2855
2017 Q2	$65K	Buy	2,217 +837	+61%	+$24.1K	﹤0.01%	2309
2017 Q1	$40K	Sell	1,380 -300	-18%	-$8.54K	﹤0.01%	2644
2016 Q4	$46K	Buy	1,680 +1,608	+2,233%	+$42.2K	﹤0.01%	2452
2016 Q3	$2K	Sell	72 -678	-90%	-$16.5K	﹤0.01%	4227
2016 Q2	$18K	Hold	750	–	–	﹤0.01%	2872
2016 Q1	$17K	Buy	+750	New	+$16.5K	﹤0.01%	2868
2015 Q2	–	Sell	-56,400	Closed	-$1.26M	–	2103
2015 Q1	$1.26M	Buy	56,400 +56,388	+469,900%	+$1.24M	0.01%	395
2014 Q4	$0	Hold	12	–	–	﹤0.01%	4257
2014 Q3	$0	Hold	12	–	–	﹤0.01%	4081
2014 Q2	$0	Sell	12 -87	-88%	-$1.82K	﹤0.01%	3874
2014 Q1	$2K	Hold	99	–	–	﹤0.01%	3368
2013 Q4	$2K	Hold	99	–	–	﹤0.01%	3097
2013 Q3	$2K	Hold	99	–	–	﹤0.01%	2984
2013 Q2	$2K	Buy	+99	New	+$1.75K	﹤0.01%	2824