Chicago Wealth Management, Inc. Spdr S&P Insurance ETF Transaction History

Chicago Wealth Management, Inc.

$181 Million
Q1 2025

A detailed history of Chicago Wealth Management, Inc. transactions in Spdr S&P Insurance ETF stock. As of the latest transaction made, Chicago Wealth Management, Inc. holds 142,637 shares of KIE stock, worth $8.35 Million. This represents 4.77% of its overall portfolio holdings.

Number of Shares

142,637

Previous 140,080 1.83%

Holding current value

$8.35 Million

Previous $7.92 Million 9.04%

% of portfolio

4.77%

Previous 4.35%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$54.24 - $60.81 $138,691 - $155,491	2,557 Added 1.83%	142,637 $8.63 Million
Q4 2024 Feb 07, 2025	BUY	$55.65 - $62.03 $309,302 - $344,762	5,558 Added 4.13%	140,080 $7.92 Million
Q3 2024 Nov 12, 2024	BUY	$49.44 - $56.87 $137,047 - $157,643	2,772 Added 2.1%	134,522 $7.63 Million
Q2 2024 Aug 14, 2024	BUY	$47.72 - $51.83 $58,266 - $63,284	1,221 Added 0.94%	131,750 $6.57 Million
Q1 2024 May 15, 2024	BUY	$45.35 - $52.07 $25,532 - $29,315	563 Added 0.43%	130,529 $6.8 Million
Q4 2023 Feb 14, 2024	SELL	$41.63 - $46.09 $66,774 - $73,928	-1,604 Reduced 1.22%	129,966 $5.88 Million
Q3 2023 Nov 13, 2023	BUY	$40.65 - $43.83 $10,081 - $10,869	248 Added 0.19%	131,570 $5.6 Million
Q2 2023 Aug 15, 2023	SELL	$38.14 - $40.88 $53,434 - $57,272	-1,401 Reduced 1.06%	131,322 $5.37 Million
Q1 2023 May 12, 2023	BUY	$37.44 - $44.1 $183,568 - $216,222	4,903 Added 3.84%	132,723 $5.22 Million
Q4 2022 Feb 14, 2023	BUY	$37.03 - $42.63 $4.73 Million - $5.45 Million	127,820 New	127,820 $5.23 Million

Others Institutions Holding KIE

# of Institutions

205

Shares Held

13.9M

Call Options Held

34.1K

Put Options Held

41.6K

View Full List

About SPDR S&P INSURANCE ETF

Ticker KIE
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Chicago Wealth Management, Inc. Spdr S&P Insurance ETF Transaction History