Merit Financial Group’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
2025
Q2
$845K Sell
14,148
-5,472
-28% -$327K 0.01% 864
2025
Q1
$1.19M Buy
19,620
+2,708
+16% +$164K 0.02% 595
2024
Q4
$956K Buy
+16,912
New +$956K 0.02% 525
2024
Q1
Sell
-5,181
Closed -$234K 899
2023
Q4
$234K Sell
5,181
-4,886
-49% -$221K 0.01% 681
2023
Q3
$428K Sell
10,067
-23,943
-70% -$1.02M 0.01% 485
2023
Q2
$1.39M Sell
34,010
-45,791
-57% -$1.87M 0.05% 275
2023
Q1
$3.14M Sell
79,801
-17,767
-18% -$699K 0.11% 133
2022
Q4
$4M Buy
97,568
+8,148
+9% +$334K 0.14% 105
2022
Q3
$3.23M Buy
+89,420
New +$3.23M 0.14% 103