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

Segment Wealth Management, LLC

  • $1.3 Billion
  • Q1 2024

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 5,370 shares of KIE stock, worth $266,620. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,370
Previous 5,370 -0.0%
Holding current value
$266,620
Previous $242,000 15.29%
% of portfolio
0.02%
Previous 0.02%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 13, 2023
BUY
$39.99 - $42.63 $214,746 - $228,923
5,370 New
5,370 $0
Q2 2022

Jul 20, 2022
SELL
N/A
-700 Reduced 11.53%
5,370 $203,000
Q3 2021

Oct 19, 2021
SELL
N/A
-280 Reduced 4.41%
6,070 $229,000
Q1 2021

May 10, 2021
SELL
N/A
-800 Reduced 11.19%
6,350 $233,000
Q4 2020

Jan 27, 2021
SELL
N/A
-220 Reduced 2.99%
7,150 $240,000
Q3 2020

Oct 27, 2020
SELL
N/A
-150,510 Reduced 95.33%
7,370 $207,000
Q2 2020

Jul 15, 2020
BUY
N/A
157,880 New
157,880 $4.32 Million
Q1 2020

Apr 24, 2020
SELL
N/A
-86,272 Closed
0 $0
Q4 2019

Jan 23, 2020
BUY
N/A
997 Added 1.17%
86,272 $3.06 Million
Q3 2019

Oct 22, 2019
BUY
N/A
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
150
Shares Held
11.9M
Call Options Held
47.5K
Put Options Held
1.22M
View Full List

About SPDR S&P INSURANCE ETF

KIE Quotes by TradingView
  • Ticker KIE
  • Sector ETFs
  • Industry ETFs
More about KIE
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