Toth Financial Advisory’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 | $753K | Buy |
12,596
+34
| +0.3% | +$2.03K | 0.09% | 139 |
|
|
2025
Q1 | $760K | Buy |
12,562
+15
| +0.1% | +$908 | 0.09% | 140 |
|
|
2024
Q4 | $709K | Sell |
12,547
-333
| -3% | -$18.8K | 0.08% | 142 |
|
|
2024
Q3 | $731K | Sell |
12,880
-525
| -4% | -$29.8K | 0.09% | 143 |
|
|
2024
Q2 | $668K | Buy |
13,405
+11
| +0.1% | +$548 | 0.08% | 143 |
|
|
2024
Q1 | $697K | Sell |
13,394
-443
| -3% | -$23.1K | 0.09% | 145 |
|
|
2023
Q4 | $626K | Buy |
13,837
+15
| +0.1% | +$678 | 0.08% | 152 |
|
|
2023
Q3 | $588K | Buy |
13,822
+12
| +0.1% | +$510 | 0.09% | 141 |
|
|
2023
Q2 | $565K | Buy |
13,810
+605
| +5% | +$24.7K | 0.08% | 143 |
|
|
2023
Q1 | $520K | Buy |
13,205
+11
| +0.1% | +$433 | 0.08% | 146 |
|
|
2022
Q4 | $540K | Buy |
13,194
+20
| +0.2% | +$819 | 0.09% | 151 |
|
|
2022
Q3 | $476K | Buy |
13,174
+35
| +0.3% | +$1.27K | 0.09% | 135 |
|
|
2022
Q2 | $497K | Buy |
13,139
+14
| +0.1% | +$530 | 0.09% | 136 |
|
|
2022
Q1 | $552K | Sell |
13,125
-2,804
| -18% | -$118K | 0.08% | 157 |
|
|
2021
Q4 | $643K | Sell |
15,929
-774
| -5% | -$31.2K | 0.09% | 157 |
|
|
2021
Q3 | $631K | Sell |
16,703
-1,485
| -8% | -$56.1K | 0.1% | 136 |
|
|
2021
Q2 | $701K | Sell |
18,188
-7,544
| -29% | -$291K | 0.11% | 134 |
|
|
2021
Q1 | $943K | Sell |
25,732
-2,866
| -10% | -$105K | 0.15% | 115 |
|
|
2020
Q4 | $960K | Sell |
28,598
-3,072
| -10% | -$103K | 0.16% | 106 |
|
|
2020
Q3 | $888K | Sell |
31,670
-10,989
| -26% | -$308K | 0.17% | 101 |
|
|
2020
Q2 | $1.17M | Sell |
42,659
-3,337
| -7% | -$91.3K | 0.25% | 87 |
|
|
2020
Q1 | $1.15M | Sell |
45,996
-140,828
| -75% | -$3.51M | 0.33% | 74 |
|
|
2019
Q4 | $6.62M | Buy |
186,824
+2,733
| +1% | +$96.8K | 1.34% | 27 |
|
|
2019
Q3 | $6.49M | Buy |
184,091
+28
| +0% | +$987 | 1.42% | 22 |
|
|
2019
Q2 | $6.26M | Buy |
184,063
+5,588
| +3% | +$190K | 1.4% | 24 |
|
|
2019
Q1 | $5.52M | Buy |
178,475
+712
| +0.4% | +$22K | 1.29% | 29 |
|
|
2018
Q4 | $5.04M | Sell |
177,763
-30,889
| -15% | -$876K | 1.38% | 28 |
|
|
2018
Q3 | $6.69M | Sell |
208,652
-1,421
| -0.7% | -$45.6K | 1.48% | 23 |
|
|
2018
Q2 | $6.26M | Buy |
210,073
+26,291
| +14% | +$783K | 1.47% | 20 |
|
|
2018
Q1 | $5.7M | Buy |
183,782
+7,240
| +4% | +$225K | 1.39% | 24 |
|
|
2017
Q4 | $5.42M | Buy |
176,542
+1,861
| +1% | +$57.1K | 1.28% | 28 |
|
|
2017
Q3 | $5.24M | Buy |
174,681
+7,671
| +5% | +$230K | 1.32% | 29 |
|
|
2017
Q2 | $4.9M | Buy |
167,010
+2,811
| +2% | +$82.5K | 1.28% | 30 |
|
|
2017
Q1 | $4.7M | Buy |
164,199
+5,409
| +3% | +$155K | 1.25% | 31 |
|
|
2016
Q4 | $4.39M | Buy |
158,790
+3,039
| +2% | +$84K | 1.26% | 29 |
|
|
2016
Q3 | $3.85M | Sell |
155,751
-4,650
| -3% | -$115K | 1.13% | 36 |
|
|
2016
Q2 | $3.8M | Buy |
160,401
+6,909
| +5% | +$164K | 1.16% | 39 |
|
|
2016
Q1 | $3.54M | Sell |
153,492
-5,313
| -3% | -$123K | 1.16% | 37 |
|
|
2015
Q4 | $3.68M | Buy |
158,805
+13,284
| +9% | +$308K | 1.22% | 38 |
|
|
2015
Q3 | $3.28M | Buy |
145,521
+4,707
| +3% | +$106K | 1.2% | 38 |
|
|
2015
Q2 | $3.2M | Buy |
140,814
+13,911
| +11% | +$316K | 1.07% | 41 |
|
|
2015
Q1 | $2.84M | Buy |
126,903
+19,425
| +18% | +$434K | 0.95% | 45 |
|
|
2014
Q4 | $2.39M | Buy |
107,478
+14,130
| +15% | +$314K | 0.83% | 48 |
|
|
2014
Q3 | $1.96M | Buy |
93,348
+60
| +0.1% | +$1.26K | 0.74% | 52 |
|
|
2014
Q2 | $2M | Buy |
93,288
+3,603
| +4% | +$77.1K | 0.76% | 50 |
|
|
2014
Q1 | $1.86M | Buy |
89,685
+2,973
| +3% | +$61.7K | 0.75% | 50 |
|
|
2013
Q4 | $1.82M | Buy |
86,712
+2,610
| +3% | +$54.9K | 0.77% | 50 |
|
|
2013
Q3 | $1.59M | Buy |
84,102
+3,345
| +4% | +$63.3K | 0.75% | 51 |
|
|
2013
Q2 | $1.45M | Buy |
+80,757
| New | +$1.45M | 0.72% | 51 |
|