Global Retirement Partners’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 Q4	$1.07M	Sell	17,863 -599	-3%	-$35.3K	0.02%	639
2025 Q3	$1.1M	Sell	18,462 -23	-0.1%	-$1.34K	0.02%	519
2025 Q2	$1.1M	Buy	+18,485	New	+$1.07M	0.03%	485
2024 Q4	$1.05M	Sell	18,536 -45	-0.2%	-$2.62K	0.03%	441
2024 Q3	$1.05M	Sell	18,581 -408	-2%	-$21.9K	0.03%	434
2024 Q2	$946K	Sell	18,989 -19	-0.1%	-$952	0.03%	435
2024 Q1	$990K	Buy	19,008 +588	+3%	+$28.5K	0.04%	364
2023 Q4	$848K	Buy	18,420 +4,845	+36%	+$213K	0.04%	374
2023 Q3	$573K	Hold	13,575	–	–	0.03%	405
2023 Q2	$555K	Hold	13,575	–	–	0.03%	423
2023 Q1	$541K	Sell	13,575 -2,725	-17%	-$114K	0.03%	413
2022 Q4	$667K	Sell	16,300 -10	-0.1%	-$403	0.05%	325
2022 Q3	$675K	Buy	16,310 +416	+3%	+$15.9K	0.05%	314
2022 Q2	$602K	Buy	15,894 +835	+6%	+$32.9K	0.05%	333
2022 Q1	$581K	Buy	+15,059	New	+$607K	0.05%	333
2019 Q3	–	Sell	-10	Closed	–	–	1643
2019 Q2	$0	Buy	+10	New	+$329	﹤0.01%	1653