Keebeck Wealth Management’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 Q1	–	Sell	-5,570	Closed	-$315K	–	289
2024 Q4	$315K	Hold	5,570	–	–	0.05%	207
2024 Q3	$316K	Sell	5,570 -147	-3%	-$7.9K	0.05%	207
2024 Q2	$285K	Sell	5,717 -346	-6%	-$17.3K	0.04%	224
2024 Q1	$316K	Sell	6,063 -263	-4%	-$12.7K	0.05%	233
2023 Q4	$286K	Hold	6,326	–	–	0.05%	232
2023 Q3	$269K	Hold	6,326	–	–	0.05%	219
2023 Q2	$259K	Hold	6,326	–	–	0.04%	237
2023 Q1	$249K	Hold	6,326	–	–	0.04%	225
2022 Q4	$259K	Hold	6,326	–	–	0.05%	208
2022 Q3	$229K	Hold	6,326	–	–	0.04%	209
2022 Q2	$239K	Hold	6,326	–	–	0.05%	209
2022 Q1	$266K	Hold	6,326	–	–	0.04%	208
2021 Q4	$255K	Hold	6,326	–	–	0.05%	195
2021 Q3	$239K	Hold	6,326	–	–	0.05%	192
2021 Q2	$244K	Sell	6,326 -95	-1%	-$3.7K	0.04%	219
2021 Q1	$235K	Hold	6,421	–	–	0.04%	214
2020 Q4	$216K	Sell	6,421 -5,000	-44%	-$158K	0.04%	199
2020 Q3	$320K	Hold	11,421	–	–	0.07%	156
2020 Q2	$312K	Sell	11,421 -2,141	-16%	-$56.7K	0.1%	138
2020 Q1	$338K	Sell	13,562 -2,273	-14%	-$74.2K	0.14%	118
2019 Q4	$561K	Buy	+15,835	New	+$553K	0.18%	93