SPDR KBW Insurance shares owned by Capital Planning Advisors
Quarter-by-quarter ownership of SPDR KBW Insurance (KIE) shares owned by Capital Planning Advisors
from 13F filings
Historical chart of Capital Planning Advisors investment in SPDR KBW Insurance
Tip: Access up to 7 years of quarterly data
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Quarterly reported holdings in SPDR KBW Insurance by Capital Planning Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.2M | 139k | 59.32 |
| 2025-06-30 | $8.5M | 142k | 59.74 |
| 2025-03-31 | $8.9M | 146k | 60.53 |
| 2024-12-31 | $8.2M | 146k | 56.52 |
| 2024-09-30 | $7.9M | 139k | 56.75 |
| 2024-06-30 | $6.9M | 138k | 49.83 |
| 2024-03-31 | $7.0M | 134k | 52.07 |
| 2023-12-31 | $6.2M | 137k | 45.22 |
| 2023-09-30 | $5.8M | 136k | 42.54 |
| 2023-06-30 | $5.7M | 140k | 40.88 |
| 2023-03-31 | $6.1M | 154k | 39.36 |
| 2022-12-31 | $7.7M | 188k | 40.95 |
| 2022-09-30 | $7.0M | 193k | 36.17 |
| 2022-06-30 | $6.1M | 160k | 37.85 |