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SPDR KBW Insurance shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of SPDR KBW Insurance (KIE) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in SPDR KBW Insurance

Tip: Access up to 7 years of quarterly data

All positions including SPDR KBW Insurance held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR KBW Insurance by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $23k 500 45.22
2023-09-30 $43k 1.0k 42.54
2023-06-30 $41k 1.0k 40.88
2023-03-31 $26k 650 39.36
2022-12-31 $9.8k 240 40.95

More positions owned by EverSource Wealth Advisors

Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
iShares Gold Trust ETF Etf (IAU)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Vanguard Health Care Etf Etf (VHT)
Microsoft Corp Stock (MSFT)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Sovereigns Capital Flourish Fund Etf (SOVF)

View all positions for EverSource Wealth Advisors

Top funds holding SPDR KBW Insurance

Jpmorgan Chase & Co
Goldman Sachs Group
Factory Mutual Insurance Company
Bank Of Montreal
Bank of America Corporation
UBS Group
Citadel Advisors
Janney Capital Management
Citigroup
Millennium Management
Bnp Paribas Arbitrage, Snc
Insight Wealth Strategies
Capital Planning Advisors
Chicago Wealth Management
Hrt Financial

View all funds holding SPDR KBW Insurance