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

Segment Wealth Management, LLC

  • $1.42 Billion
  • Q4 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 5,160 shares of KIE stock, worth $292,623. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,160
Previous 5,370 3.91%
Holding current value
$292,623
Previous $304,000 4.28%
% of portfolio
0.02%
Previous 0.02%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
194
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
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