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

Chicago Wealth Management, Inc.

$177 Million
Q3 2024

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 134,522 shares of KIE stock, worth $7.74 Million. This represents 4.32% of its overall portfolio holdings.

Number of Shares

134,522

Previous 131,750 2.1%

Holding current value

$7.74 Million

Previous $6.57 Million 16.28%

% of portfolio

4.32%

Previous 4.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

165

Shares Held

12.7M

Call Options Held

99.4K

Put Options Held

567K

View Full List

About SPDR S&P INSURANCE ETF

Ticker KIE
Sector ETFs
Industry ETFs

More about KIE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Chicago Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Chicago Wealth Management, Inc. with notifications on news.

Account

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