Merit Financial Group’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	–	Sell	-3,622	Closed	-$218K	–	2166
2025 Q4	$218K	Sell	3,622 -4,994	-58%	-$294K	﹤0.01%	1772
2025 Q3	$511K	Sell	8,616 -5,532	-39%	-$321K	﹤0.01%	1177
2025 Q2	$845K	Sell	14,148 -5,472	-28%	-$318K	0.01%	865
2025 Q1	$1.19M	Buy	19,620 +2,708	+16%	+$157K	0.02%	596
2024 Q4	$956K	Buy	+16,912	New	+$984K	0.02%	526
2024 Q1	–	Sell	-5,181	Closed	-$234K	–	900
2023 Q4	$234K	Sell	5,181 -4,886	-49%	-$215K	0.01%	681
2023 Q3	$428K	Sell	10,067 -23,943	-70%	-$1.01M	0.01%	487
2023 Q2	$1.39M	Sell	34,010 -45,791	-57%	-$1.82M	0.05%	278
2023 Q1	$3.14M	Sell	79,801 -17,767	-18%	-$740K	0.12%	135
2022 Q4	$4M	Buy	97,568 +8,148	+9%	+$329K	0.14%	106
2022 Q3	$3.23M	Buy	+89,420	New	+$3.41M	0.14%	104