A detailed history of Trademark Financial Management, LLC transactions in Spdr S&P Insurance ETF stock. As of the latest transaction made, Trademark Financial Management, LLC holds 4,222 shares of KIE stock, worth $240,020. This represents 0.19% of its overall portfolio holdings.

Number of Shares
4,222
Previous 9,793 56.89%
Holding current value
$240,020
Previous $488 Million 50.9%
% of portfolio
0.19%
Previous 0.4%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

SELL
$49.44 - $56.87 $275,430 - $316,822
-5,571 Reduced 56.89%
4,222 $240 Million
Q2 2024

Jul 30, 2024

SELL
$47.72 - $51.83 $39,703 - $43,122
-832 Reduced 7.83%
9,793 $488 Million
Q1 2024

May 07, 2024

BUY
$45.35 - $52.07 $73,648 - $84,561
1,624 Added 18.04%
10,625 $553 Million
Q4 2023

Feb 13, 2024

BUY
$41.63 - $46.09 $374,711 - $414,856
9,001 New
9,001 $407 Million

Others Institutions Holding KIE

About SPDR S&P INSURANCE ETF


  • Ticker KIE
  • Sector ETFs
  • Industry ETFs
More about KIE
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