Leonard Rickey Investment Advisors P.L.L.C. Spdr S&P Insurance ETF Transaction History

Leonard Rickey Investment Advisors P.L.L.C.

$523 Million
Q3 2025

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2019 Jan 07, 2020	SELL	$33.61 - $36.11 $237,387 - $255,044	-7,063 Closed	0 $0
Q3 2019 Oct 17, 2019	SELL	$34.6 - $35.33 $12,802 - $13,072	-370 Reduced 4.98%	7,063 $249,000
Q2 2019 Jul 10, 2019	BUY	N/A	7,433 New	7,433 $253,000

Others Institutions Holding KIE

# of Institutions

187

Shares Held

14.3M

Call Options Held

50.8K

Put Options Held

109K

Jpmorgan Chase & CO New York, NY

3.32M
Shares

$187 Million
0.02% of portfolio
Goldman Sachs Group Inc New York, NY

1.71M
Shares

$96 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.23M
Shares

$69.2 Million
0.0% of portfolio
Two Sigma Investments, LP New York, NY

758K
Shares

$42.7 Million
0.09% of portfolio
J.Safra Asset Management Corp

668K
Shares

$37.6 Million
3.05% of portfolio

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About SPDR S&P INSURANCE ETF

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