Appleton Group, LLC Spdr S&P Insurance ETF Transaction History

Appleton Group, LLC

$28.6 Million
Q3 2023

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 06, 2020	SELL	$20.74 - $37.52 $272,419 - $492,825	-13,135 Closed	0 $0
Q4 2019 Jan 22, 2020	SELL	$33.61 - $36.11 $121,197 - $130,212	-3,606 Reduced 21.54%	13,135 $465,000
Q3 2019 Oct 16, 2019	SELL	$34.6 - $35.33 $5,363 - $5,476	-155 Reduced 0.92%	16,741 $590,000
Q2 2019 Aug 07, 2019	SELL	N/A	-1,409 Reduced 7.7%	16,896 $574,000
Q1 2019 Apr 26, 2019	BUY	N/A	18,305 New	18,305 $566,000
Q4 2018 Feb 14, 2019	SELL	N/A	-22,459 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	N/A	1,170 Added 5.5%	22,459 $720,000
Q2 2018 Aug 01, 2018	BUY	N/A	203 Added 0.96%	21,289 $634,000
Q1 2018 May 02, 2018	BUY	N/A	1,083 Added 5.41%	21,086 $654,000
Q4 2017 Jan 22, 2018	BUY	N/A	13,207 Added 194.33%	20,003 $614,000
Q3 2017 Nov 03, 2017	BUY	N/A	6,796	6,796 $612,000

Others Institutions Holding KIE

# of Institutions

165

Shares Held

12.7M

Call Options Held

99.4K

Put Options Held

567K

About SPDR S&P INSURANCE ETF

Ticker KIE
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Appleton Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Appleton Group, LLC with notifications on news.