SPDR KBW Insurance shares owned by Peak Financial Advisors
Quarter-by-quarter ownership of SPDR KBW Insurance (KIE) shares owned by Peak Financial Advisors
from 13F filings
Historical chart of Peak Financial Advisors investment in SPDR KBW Insurance
Tip: Access up to 7 years of quarterly data
All positions including SPDR KBW Insurance held by Peak Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in SPDR KBW Insurance by Peak Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $393k | 7.6k | 52.07 |
2023-12-31 | $348k | 7.7k | 45.22 |