Kingsview 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
2026 Q1	$15.7M	Buy	286,126 +26,637	+10%	+$1.53M	0.22%	89
2025 Q4	$15.6M	Sell	259,489 -17,687	-6%	-$1.04M	0.22%	86
2025 Q3	$16.4M	Buy	277,176 +110,150	+66%	+$6.4M	0.25%	72
2025 Q2	$9.98M	Sell	167,026 -27,727	-14%	-$1.61M	0.17%	105
2025 Q1	$11.8M	Sell	194,753 -4,635	-2%	-$269K	0.22%	87
2024 Q4	$11.3M	Buy	199,388 +79,012	+66%	+$4.6M	0.22%	88
2024 Q3	$6.83M	Sell	120,376 -10	-0%	-$538	0.14%	152
2024 Q2	$6M	Sell	120,386 -10,428	-8%	-$522K	0.14%	160
2024 Q1	$6.81M	Buy	130,814 +101,462	+346%	+$4.92M	0.17%	135
2023 Q4	$1.33M	Buy	29,352 +12,338	+73%	+$542K	0.04%	383
2023 Q3	$724K	Buy	17,014 +2,590	+18%	+$110K	0.03%	525
2023 Q2	$590K	Buy	+14,424	New	+$575K	0.02%	551
2021 Q3	–	Sell	-20,327	Closed	-$794K	–	955
2021 Q2	$794K	Buy	+20,327	New	+$791K	0.04%	433