Adviser Investments »

SPDR KBW Insurance shares owned by Adviser Investments

Quarter-by-quarter ownership of SPDR KBW Insurance (KIE) shares owned by Adviser Investments from 13F filings

Historical chart of Adviser Investments investment in SPDR KBW Insurance

Tip: Access up to 7 years of quarterly data

All positions including SPDR KBW Insurance held by Adviser Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR KBW Insurance by Adviser Investments

Quarter filed Position value Share count Share price at filing
2023-09-30 $3.6M 85k 42.54
2022-03-31 $5.6M 133k 42.03

More positions owned by Adviser Investments

Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr National Mun Etf (MUB)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Microsoft Corporation (MSFT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Broadcom (AVGO)

View all positions for Adviser Investments

Top funds holding SPDR KBW Insurance

Jpmorgan Chase & Co
Goldman Sachs Group
J.Safra Asset Management
Factory Mutual Insurance Company
Two Sigma Investments
LPL Financial
Kingsview Wealth Management
UBS Group
Susquehanna International
Perbak Capital Partners
Csenge Advisory Group
Capital Planning Advisors
Cumberland Advisors
Jump Financial
Wells Fargo & Company

View all funds holding SPDR KBW Insurance