Narus Financial Partners’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
2025 Q1	–	Sell	-4,350	Closed	-$246K	–	155
2024 Q4	$246K	Sell	4,350 -2,300	-35%	-$134K	0.08%	128
2024 Q3	$377K	Buy	6,650 +50	+0.8%	+$2.69K	0.14%	100
2024 Q2	$329K	Hold	6,600	–	–	0.13%	104
2024 Q1	$344K	Hold	6,600	–	–	0.15%	103
2023 Q4	$298K	Hold	6,600	–	–	0.14%	101
2023 Q3	$281K	Hold	6,600	–	–	0.14%	92
2023 Q2	$270K	Hold	6,600	–	–	0.14%	96
2023 Q1	$260K	Hold	6,600	–	–	0.14%	94
2022 Q4	$270K	Hold	6,600	–	–	0.16%	93
2022 Q3	$239K	Hold	6,600	–	–	0.15%	96
2022 Q2	$250K	Hold	6,600	–	–	0.16%	86
2022 Q1	$277K	Buy	+6,600	New	+$266K	0.16%	90
2021 Q1	$242K	Buy	+6,600	New	+$232K	0.14%	90
2019 Q4	$410K	Hold	11,564	–	–	0.29%	40
2019 Q3	$407K	Hold	11,564	–	–	0.3%	38
2019 Q2	$393K	Buy	+11,564	New	+$381K	0.3%	39
2017 Q3	$255K	Hold	8,487	–	–	0.22%	66
2017 Q2	$249K	Hold	8,487	–	–	0.23%	64
2017 Q1	$243K	Hold	8,487	–	–	0.23%	62
2016 Q4	$235K	Buy	+8,487	New	+$223K	0.25%	61