1858 Wealth Management, LLC Spdr S&P Insurance ETF Transaction History

1858 Wealth Management, LLC

$136 Billion
Q2 2025

A detailed history of 1858 Wealth Management, LLC transactions in Spdr S&P Insurance ETF stock. As of the latest transaction made, 1858 Wealth Management, LLC holds 15,475 shares of KIE stock, worth $881,146. This represents 0.68% of its overall portfolio holdings.

Number of Shares

15,475

Previous 15,364 0.72%

Holding current value

$881,146

Previous $930 Million 0.59%

% of portfolio

0.68%

Previous 0.79%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$53.63 - $61.12 $5,952 - $6,784	111 Added 0.72%	15,475 $924 Million
Q1 2025 Apr 22, 2025	BUY	$54.24 - $60.81 $17,682 - $19,824	326 Added 2.17%	15,364 $930 Million
Q4 2024 Jan 27, 2025	BUY	$55.65 - $62.03 $32,221 - $35,915	579 Added 4.0%	15,038 $850 Million
Q3 2024 Oct 21, 2024	SELL	$49.44 - $56.87 $13,002 - $14,956	-263 Reduced 1.79%	14,459 $821 Million
Q2 2024 Jul 18, 2024	BUY	$47.72 - $51.83 $82,889 - $90,028	1,737 Added 13.38%	14,722 $734 Million
Q4 2023 Feb 13, 2024	BUY	$41.63 - $46.09 $540,565 - $598,478	12,985 New	12,985 $587 Million

Others Institutions Holding KIE

# of Institutions

195

Shares Held

13.7M

Call Options Held

33.9K

Put Options Held

41.5K

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About SPDR S&P INSURANCE ETF

Ticker KIE
Sector ETFs
Industry ETFs

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1858 Wealth Management, LLC Spdr S&P Insurance ETF Transaction History