Matrix Private Capital Group »

SPDR KBW Insurance shares owned by Matrix Private Capital Group

Quarter-by-quarter ownership of SPDR KBW Insurance (KIE) shares owned by Matrix Private Capital Group from 13F filings

Historical chart of Matrix Private Capital Group investment in SPDR KBW Insurance

Tip: Access up to 7 years of quarterly data

All positions including SPDR KBW Insurance held by Matrix Private Capital Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR KBW Insurance by Matrix Private Capital Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $2.8k 67 42.54
2023-06-30 $22k 531 40.88
2023-03-31 $97k 2.5k 39.36
2022-12-31 $469k 12k 40.95
2022-09-30 $374k 10k 36.21
2022-06-30 $391k 10k 37.85
2022-03-31 $56k 1.3k 42.11
2021-12-31 $54k 1.3k 40.60
2021-09-30 $50k 1.3k 37.59
2021-06-30 $51k 1.3k 38.35

More positions owned by Matrix Private Capital Group

Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
Eaton Vance Tax Managed Diversified Eq. (ETY)
Select Sector Spdr Tr Energy (XLE)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Chevron Corporation (CVX)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Pfd And Incm Sec (PFF)

View all positions for Matrix Private Capital Group

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
Millennium Management
Citigroup
Bnp Paribas Arbitrage, Snc
Insight Wealth Strategies
Capital Planning Advisors
Wells Fargo & Company
Kingsview Wealth Management

View all funds holding SPDR KBW Insurance