SPDR KBW Insurance shares owned by Ellis Investment Partners
Quarter-by-quarter ownership of SPDR KBW Insurance (KIE) shares owned by Ellis Investment Partners
from 13F filings
Historical chart of Ellis Investment Partners investment in SPDR KBW Insurance
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All positions including SPDR KBW Insurance held by Ellis Investment Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in SPDR KBW Insurance by Ellis Investment Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 28k | 59.32 |
| 2025-06-30 | $1.6M | 27k | 59.74 |
| 2025-03-31 | $1.7M | 27k | 60.53 |
| 2024-12-31 | $1.7M | 30k | 56.52 |
| 2024-09-30 | $1.6M | 28k | 56.75 |
| 2024-06-30 | $983k | 20k | 49.83 |
| 2024-03-31 | $1.0M | 19k | 52.07 |
| 2023-12-31 | $631k | 14k | 45.22 |
| 2023-09-30 | $592k | 14k | 42.54 |
| 2023-06-30 | $584k | 14k | 40.88 |
| 2023-03-31 | $572k | 15k | 39.36 |
| 2022-12-31 | $635k | 16k | 40.95 |
| 2022-09-30 | $540k | 15k | 36.15 |
| 2022-06-30 | $545k | 14k | 37.80 |
| 2022-03-31 | $591k | 14k | 42.00 |
| 2021-12-31 | $518k | 13k | 40.37 |
| 2021-09-30 | $463k | 12k | 37.70 |
| 2021-06-30 | $471k | 12k | 38.50 |
| 2021-03-31 | $325k | 8.9k | 36.66 |
| 2020-12-31 | $296k | 8.8k | 33.53 |
| 2020-09-30 | $240k | 8.6k | 27.96 |
| 2020-06-30 | $232k | 8.6k | 26.82 |
| 2020-03-31 | $236k | 10k | 23.46 |
| 2019-12-31 | $399k | 11k | 35.61 |
| 2019-09-30 | $385k | 11k | 34.50 |
| 2019-06-30 | $386k | 11k | 34.42 |
| 2019-03-31 | $429k | 429k | 1.00 |
| 2018-12-31 | $404k | 15k | 27.64 |