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

Segment Wealth Management, LLC

$1.43 Billion
Q1 2025

A detailed history of Segment Wealth Management, LLC transactions in Spdr S&P Insurance ETF stock. As of the latest transaction made, Segment Wealth Management, LLC holds 4,460 shares of KIE stock, worth $263,764. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,460

Previous 5,160 13.57%

Holding current value

$263,764

Previous $291,000 7.56%

% of portfolio

0.02%

Previous 0.02%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$54.24 - $60.81 $37,968 - $42,567	-700 Reduced 13.57%	4,460 $269,000
Q4 2024 Jan 16, 2025	SELL	$55.65 - $62.03 $11,686 - $13,026	-210 Reduced 3.91%	5,160 $291,000
Q4 2022 Jan 13, 2023	BUY	$37.03 - $42.63 $198,851 - $228,923	5,370 New	5,370 $0
Q2 2022 Jul 20, 2022	SELL	$35.92 - $42.45 $25,144 - $29,715	-700 Reduced 11.53%	5,370 $203,000
Q3 2021 Oct 19, 2021	SELL	$36.77 - $39.84 $10,295 - $11,155	-280 Reduced 4.41%	6,070 $229,000
Q1 2021 May 10, 2021	SELL	$32.2 - $37.72 $25,760 - $30,176	-800 Reduced 11.19%	6,350 $233,000
Q4 2020 Jan 27, 2021	SELL	$28.14 - $34.05 $6,190 - $7,490	-220 Reduced 2.99%	7,150 $240,000
Q3 2020 Oct 27, 2020	SELL	$26.11 - $30.23 $3.93 Million - $4.55 Million	-150,510 Reduced 95.33%	7,370 $207,000
Q2 2020 Jul 15, 2020	BUY	$23.09 - $31.12 $3.65 Million - $4.91 Million	157,880 New	157,880 $4.32 Million
Q1 2020 Apr 24, 2020	SELL	$20.74 - $37.52 $1.79 Million - $3.24 Million	-86,272 Closed	0 $0
Q4 2019 Jan 23, 2020	BUY	$33.61 - $36.11 $33,509 - $36,001	997 Added 1.17%	86,272 $3.06 Million
Q3 2019 Oct 22, 2019	BUY	$34.6 - $35.33 $331,814 - $338,814	9,590 Added 12.67%	85,275 $3 Million
Q2 2019 Jul 29, 2019	BUY	N/A	4,400 Added 6.17%	75,685 $2.57 Million
Q1 2019 Apr 30, 2019	SELL	N/A	-78,855 Reduced 52.52%	71,285 $2.2 Million
Q4 2018 Jan 31, 2019	BUY	N/A	150,140 New	150,140 $4.26 Million

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
Sector ETFs
Industry ETFs

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