Gladstone Institutional Advisory’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
2024
Q1
Sell
-61,942
Closed -$2.8M 678
2023
Q4
$2.8M Buy
61,942
+38,636
+166% +$1.75M 0.16% 164
2023
Q3
$991K Buy
+23,306
New +$991K 0.06% 268