SPDR KBW Insurance shares owned by AE Wealth Management
Quarter-by-quarter ownership of SPDR KBW Insurance (KIE) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in SPDR KBW Insurance
Tip: Access up to 7 years of quarterly data
All positions including SPDR KBW Insurance held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in SPDR KBW Insurance by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $250k | 5.3k | 47.60 |
| 2023-09-30 | $777k | 18k | 42.54 |
| 2023-06-30 | $1.1M | 27k | 40.88 |
| 2021-12-31 | $1.2M | 30k | 40.36 |
| 2021-09-30 | $821k | 22k | 37.79 |
| 2021-06-30 | $536k | 14k | 38.55 |
| 2019-12-31 | $281k | 7.9k | 35.37 |