Steward Partners Investment Advisory, LLC Spdr S&P Insurance ETF Transaction History

Steward Partners Investment Advisory, LLC

  • $11 Billion
  • Q4 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Spdr S&P Insurance ETF stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 3,209 shares of KIE stock, worth $191,481. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,209
Previous 2,621 22.43%
Holding current value
$191,481
Previous $148,000 22.3%
% of portfolio
0.0%
Previous 0.0%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$55.65 - $62.03 $32,722 - $36,473
588 Added 22.43%
3,209 $181,000
Q3 2024

Nov 14, 2024
BUY
$49.44 - $56.87 $40,738 - $46,860
824 Added 45.85%
2,621 $148,000
Q1 2024

May 15, 2024
BUY
$45.35 - $52.07 $9,115 - $10,466
201 Added 12.59%
1,797 $93,000
Q3 2023

Nov 13, 2023
BUY
$40.65 - $43.83 $46,828 - $50,492
1,152 Added 259.46%
1,596 $67,000
Q3 2022

Nov 10, 2022
SELL
$35.58 - $40.64 $2,704 - $3,088
-76 Reduced 14.62%
444 $16,000
Q2 2022

Aug 04, 2022
BUY
$35.92 - $42.45 $35 - $42
1 Added 0.19%
520 $20,000
Q4 2021

Feb 08, 2022
SELL
$37.7 - $41.45 $490 - $538
-13 Reduced 2.44%
519 $21,000
Q3 2021

Nov 12, 2021
BUY
$36.77 - $39.84 $36 - $39
1 Added 0.19%
532 $20,000
Q2 2021

Aug 13, 2021
SELL
$37.12 - $40.33 $53,415 - $58,034
-1,439 Reduced 73.05%
531 $20,000
Q1 2021

May 14, 2021
BUY
$32.2 - $37.72 $48,654 - $56,994
1,511 Added 329.19%
1,970 $0
Q4 2020

Feb 11, 2021
BUY
$28.14 - $34.05 $4,221 - $5,107
150 Added 48.54%
459 $15,000
Q3 2020

Oct 30, 2020
SELL
$26.11 - $30.23 $626 - $725
-24 Reduced 7.21%
309 $9,000
Q2 2020

Aug 06, 2020
SELL
$23.09 - $31.12 $7,735 - $10,425
-335 Reduced 50.15%
333 $9,000
Q1 2020

Apr 29, 2020
SELL
$20.74 - $37.52 $3,836 - $6,941
-185 Reduced 21.69%
668 $16,000
Q4 2019

Jan 17, 2020
BUY
$33.61 - $36.11 $4,503 - $4,838
134 Added 18.64%
853 $30,000
Q3 2019

Oct 30, 2019
SELL
$34.6 - $35.33 $53,630 - $54,761
-1,550 Reduced 68.31%
719 $25,000
Q2 2019

Jul 25, 2019
BUY
N/A
2,269 New
2,269 $77,000
Q4 2018

Jan 15, 2019
SELL
N/A
-304 Closed
0 $0
Q3 2018

Oct 23, 2018
BUY
N/A
119 Added 64.32%
304 $10,000
Q2 2018

Jul 20, 2018
SELL
N/A
-2,109 Reduced 91.94%
185 $6,000
Q1 2018

Apr 20, 2018
BUY
N/A
2,294 New
2,294 $71,000

Others Institutions Holding KIE

# of Institutions
192
Shares Held
15M
Call Options Held
399K
Put Options Held
605K
View Full List

About SPDR S&P INSURANCE ETF

KIE Quotes by TradingView
  • Ticker KIE
  • Sector ETFs
  • Industry ETFs
More about KIE
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email