Montag & Associates’s SPDR S&P Insurance ETF KIE Stock Holding History

Montag & Associates’s Portfolio KIE Stock Details KIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$18.9K	Hold
2025 Q1	$19.1K	Hold
2024 Q4	$17.9K	Hold
2024 Q3	$17.9K	Buy
2021 Q4	–	Sell
2021 Q3	$94K	Hold
2021 Q2	$96K	Hold
2021 Q1	$92K	Hold
2020 Q4	$84K	Buy