Kingsview Wealth Management, LLC Spdr S&P Insurance ETF Transaction History

Kingsview Wealth Management, LLC

$4.73 Billion
Q1 2025

A detailed history of Kingsview Wealth Management, LLC transactions in Spdr S&P Insurance ETF stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 194,753 shares of KIE stock, worth $11.1 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

194,753

Previous 199,388 2.32%

Holding current value

$11.1 Million

Previous $11.3 Million 4.61%

% of portfolio

0.25%

Previous 0.24%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$54.24 - $60.81 $251,402 - $281,854	-4,635 Reduced 2.32%	194,753 $11.8 Million
Q4 2024 Jan 28, 2025	BUY	$55.65 - $62.03 $4.4 Million - $4.9 Million	79,012 Added 65.64%	199,388 $11.3 Million
Q3 2024 Nov 12, 2024	SELL	$49.44 - $56.87 $494 - $568	-10 Reduced 0.01%	120,376 $6.83 Million
Q2 2024 Aug 14, 2024	SELL	$47.72 - $51.83 $497,624 - $540,483	-10,428 Reduced 7.97%	120,386 $6 Million
Q1 2024 May 09, 2024	BUY	$45.35 - $52.07 $4.6 Million - $5.28 Million	101,462 Added 345.67%	130,814 $6.81 Million
Q4 2023 Feb 08, 2024	BUY	$41.63 - $46.09 $513,630 - $568,658	12,338 Added 72.52%	29,352 $1.33 Million
Q3 2023 Nov 07, 2023	BUY	$40.65 - $43.83 $105,283 - $113,519	2,590 Added 17.96%	17,014 $723,000
Q2 2023 Aug 10, 2023	BUY	$38.14 - $40.88 $550,131 - $589,653	14,424 New	14,424 $589,000
Q3 2021 Dec 03, 2021	SELL	$36.77 - $39.84 $747,423 - $809,827	-20,327 Closed	0 $0
Q2 2021 Aug 17, 2021	BUY	$37.12 - $40.33 $754,538 - $819,787	20,327 New	20,327 $794,000

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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Kingsview Wealth Management, LLC Spdr S&P Insurance ETF Transaction History