Kaizen Financial Strategies Spdr S&P Insurance ETF Transaction History

Kaizen Financial Strategies

$165 Million
Q4 2024

A detailed history of Kaizen Financial Strategies transactions in Spdr S&P Insurance ETF stock. As of the latest transaction made, Kaizen Financial Strategies holds 11,530 shares of KIE stock, worth $697,565. This represents 0.39% of its overall portfolio holdings.

Number of Shares

11,530

Previous 12,130 4.95%

Holding current value

$697,565

Previous $688,000 5.38%

% of portfolio

0.39%

Previous 0.41%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$55.65 - $62.03 $33,390 - $37,218	-600 Reduced 4.95%	11,530 $651,000
Q3 2024 Nov 04, 2024	BUY	$49.44 - $56.87 $1,483 - $1,706	30 Added 0.25%	12,130 $688,000
Q2 2024 Aug 02, 2024	SELL	$47.72 - $51.83 $70,625 - $76,708	-1,480 Reduced 10.9%	12,100 $602,000
Q1 2024 May 02, 2024	BUY	$45.35 - $52.07 $36,280 - $41,656	800 Added 6.26%	13,580 $707,000
Q4 2023 Jan 18, 2024	BUY	$41.63 - $46.09 $247,698 - $274,235	5,950 Added 87.12%	12,780 $577,000
Q1 2023 May 10, 2023	SELL	$37.44 - $44.1 $7,488 - $8,820	-200 Reduced 2.84%	6,830 $268,000
Q4 2022 Jan 18, 2023	BUY	$37.03 - $42.63 $260,320 - $299,688	7,030 New	7,030 $0

Others Institutions Holding KIE

# of Institutions

191

Shares Held

15M

Call Options Held

399K

Put Options Held

605K

View Full List

About SPDR S&P INSURANCE ETF

Ticker KIE
Sector ETFs
Industry ETFs

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Kaizen Financial Strategies Spdr S&P Insurance ETF Transaction History