MWM
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MGB Wealth Management’s SPDR S&P Insurance ETF KIE Stock Holding History

MGB Wealth Management’s Portfolio KIE Stock Details KIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$163K Buy
2,728
+1,452
+114% +$86.7K 0.05% 227
2025
Q1 		$77.2K Buy
1,276
+46
+4% +$2.78K 0.03% 239
2024
Q4 		$69.5K Buy
+1,230
New +$69.5K 0.02% 232