NewEdge Advisors’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	$56.4K	Hold	1,026	–	–	﹤0.01%	2906
2025 Q4	$61.7K	Sell	1,026 -151	-13%	-$8.89K	﹤0.01%	2904
2025 Q3	$69.8K	Hold	1,177	–	–	﹤0.01%	2722
2025 Q2	$70.3K	Sell	1,177 -3,678	-76%	-$214K	﹤0.01%	2561
2025 Q1	$294K	Sell	4,855 -1,103	-19%	-$64.1K	﹤0.01%	1911
2024 Q4	$337K	Sell	5,958 -3,120	-34%	-$182K	﹤0.01%	1814
2024 Q3	$515K	Buy	9,078 +798	+10%	+$42.9K	﹤0.01%	1458
2024 Q2	$413K	Sell	8,280 -5,216	-39%	-$261K	﹤0.01%	1529
2024 Q1	$703K	Buy	13,496 +12,109	+873%	+$587K	0.01%	1169
2023 Q4	$62.7K	Sell	1,387 -126	-8%	-$5.53K	﹤0.01%	2140
2023 Q3	$64.4K	Hold	1,513	–	–	﹤0.01%	2009
2023 Q2	$61.9K	Sell	1,513 -47	-3%	-$1.87K	﹤0.01%	2021
2023 Q1	$61.4K	Sell	1,560 -35	-2%	-$1.46K	﹤0.01%	1914
2022 Q4	$1.5K	Buy	+1,595	New	+$64.3K	﹤0.01%	2915