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SPDR KBW Insurance shares owned by Merit Financial Group

Quarter-by-quarter ownership of SPDR KBW Insurance (KIE) shares owned by Merit Financial Group from 13F filings

Historical chart of Merit Financial Group investment in SPDR KBW Insurance

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in SPDR KBW Insurance by Merit Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $234k 5.2k 45.22
2023-09-30 $428k 10k 42.54
2023-06-30 $1.4M 34k 40.88
2023-03-31 $3.1M 80k 39.36
2022-12-31 $4.0M 98k 40.95
2022-09-30 $3.2M 89k 36.17

More positions owned by Merit Financial Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Us Vlu (IUSV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Ishares Tr Core Msci Eafe (IEFA)
United Parcel Service CL B (UPS)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Usd Inv Grde Etf (USIG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard World Mega Grwth Ind (MGK)

View all positions for Merit Financial 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
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