A detailed history of Hb Wealth Management, LLC transactions in Spdr S&P Insurance ETF stock. As of the latest transaction made, Hb Wealth Management, LLC holds 5,760 shares of KIE stock, worth $285,984. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,760
Previous 5,760 -0.0%
Holding current value
$285,984
Previous $260,000 15.0%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 13, 2023

SELL
$40.65 - $43.83 $975 - $1,051
-24 Reduced 0.41%
5,760 $245,000
Q2 2023

Jul 13, 2023

BUY
$38.14 - $40.88 $38 - $40
1 Added 0.02%
5,784 $236,000
Q1 2023

Apr 13, 2023

BUY
$37.44 - $44.1 $37 - $44
1 Added 0.02%
5,783 $227,000
Q4 2022

Jan 20, 2023

BUY
$39.99 - $42.63 $231,222 - $246,486
5,782 New
5,782 $0
Q1 2022

May 16, 2022

SELL
N/A
-3,484 Reduced 39.05%
5,438 $229,000
Q4 2021

Feb 15, 2022

BUY
N/A
8,922 New
8,922 $360,000

Others Institutions Holding KIE

About SPDR S&P INSURANCE ETF


  • Ticker KIE
  • Sector ETFs
  • Industry ETFs
More about KIE
Track This Portfolio

Track Hb Wealth Management, LLC Portfolio

Follow Hb Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Hb Wealth Management, LLC with notifications on news.