Capital Planning Advisors, LLC Spdr S&P Insurance ETF Transaction History

Capital Planning Advisors, LLC

  • $622 Million
  • Q4 2024

A detailed history of Capital Planning Advisors, LLC transactions in Spdr S&P Insurance ETF stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 145,834 shares of KIE stock, worth $8.61 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares
145,834
Previous 138,656 5.18%
Holding current value
$8.61 Million
Previous $7.87 Million 4.75%
% of portfolio
1.32%
Previous 1.23%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$55.65 - $62.03 $399,455 - $445,251
7,178 Added 5.18%
145,834 $8.24 Million
Q3 2024

Nov 12, 2024
BUY
$49.44 - $56.87 $35,448 - $40,775
717 Added 0.52%
138,656 $7.87 Million
Q2 2024

Aug 12, 2024
BUY
$47.72 - $51.83 $212,067 - $230,332
4,444 Added 3.33%
137,939 $6.87 Million
Q1 2024

May 15, 2024
SELL
$45.35 - $52.07 $134,281 - $154,179
-2,961 Reduced 2.17%
133,495 $6.95 Million
Q4 2023

Feb 12, 2024
BUY
$41.63 - $46.09 $25,893 - $28,667
622 Added 0.46%
136,456 $6.17 Million
Q3 2023

Oct 30, 2023
SELL
$40.65 - $43.83 $166,705 - $179,746
-4,101 Reduced 2.93%
135,834 $5.78 Million
Q2 2023

Aug 01, 2023
SELL
$38.14 - $40.88 $553,487 - $593,250
-14,512 Reduced 9.4%
139,935 $5.72 Million
Q1 2023

May 15, 2023
SELL
$37.44 - $44.1 $1.24 Million - $1.47 Million
-33,236 Reduced 17.71%
154,447 $6.08 Million
Q4 2022

Feb 09, 2023
SELL
$37.03 - $42.63 $190,815 - $219,672
-5,153 Reduced 2.67%
187,683 $7.69 Million
Q3 2022

Nov 14, 2022
BUY
$35.58 - $40.64 $1.17 Million - $1.33 Million
32,804 Added 20.5%
192,836 $6.98 Million
Q2 2022

Aug 10, 2022
BUY
$35.92 - $42.45 $5.75 Million - $6.79 Million
160,032 New
160,032 $6.06 Million

Others Institutions Holding KIE

# of Institutions
192
Shares Held
15M
Call Options Held
399K
Put Options Held
605K
View Full List

About SPDR S&P INSURANCE ETF

KIE Quotes by TradingView
  • Ticker KIE
  • Sector ETFs
  • Industry ETFs
More about KIE
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