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

Steward Partners Investment Advisory, LLC

$10.6 Billion
Q3 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 2,621 shares of KIE stock, worth $152,018. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,621

Previous 1,797 45.85%

Holding current value

$152,018

Previous $89,000 66.29%

% of portfolio

0.0%

Previous 0.0%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

168

Shares Held

12.8M

Call Options Held

99.4K

Put Options Held

567K

View Full List

About SPDR S&P INSURANCE ETF

Ticker KIE
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Industry ETFs

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