Synergy Asset Management’s SPDR S&P Insurance ETF KIE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-25,428	Closed	-$1.54M	–	208
2025 Q1	$1.54M	Buy	+25,428	New	+$1.54M	0.19%	77
2023 Q4	–	Sell	-46,577	Closed	-$1.98M	–	164
2023 Q3	$1.98M	Buy	+46,577	New	+$1.98M	0.39%	61