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SPDR KBW Insurance shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of SPDR KBW Insurance (KIE) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in SPDR KBW Insurance

Tip: Access up to 7 years of quarterly data

All positions including SPDR KBW Insurance held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR KBW Insurance by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 42k 59.32
2025-06-30 $13M 217k 59.74
2025-03-31 $12M 192k 60.53
2024-12-31 $11M 187k 56.52
2024-09-30 $8.3M 146k 56.75
2024-06-30 $4.5M 91k 49.83
2024-03-31 $4.2M 82k 52.07
2023-09-30 $10M 245k 42.54
2023-06-30 $3.3M 80k 40.88
2023-03-31 $5.4M 138k 39.36
2022-12-31 $5.2M 127k 40.95
2022-09-30 $2.6M 71k 36.17
2022-06-30 $5.5M 144k 37.85
2022-03-31 $986k 24k 42.03
2021-12-31 $421k 10k 40.39
2021-09-30 $5.8M 153k 37.78
2021-06-30 $5.2M 136k 38.54
2021-03-31 $314k 8.6k 36.64
2020-06-30 $8.2M 301k 27.35
2019-12-31 $289k 8.1k 35.48
2019-09-30 $236k 6.7k 35.30
2019-06-30 $272k 8.0k 33.96
2019-03-31 $362k 12k 30.89
2018-12-31 $345k 12k 28.34
2018-06-30 $1.9M 63k 29.74
2018-03-31 $1.8M 60k 29.93
2017-12-31 $13k 453 28.70
2017-09-30 $17k 186 91.40
2017-06-30 $11k 120 91.67
2017-03-31 $4.6M 53k 85.93
2016-12-31 $308k 3.7k 82.37
2015-12-31 $120k 1.7k 69.40
2015-09-30 $81k 1.2k 67.61
2013-12-31 $390k 6.2k 63.03
2013-09-30 $226k 4.0k 56.71
2013-06-30 $244k 4.5k 53.99

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Total Usd (IUSB)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Val Etf (IVE)
NVIDIA Corporation (NVDA)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Envestnet Asset Management

Top funds holding SPDR KBW Insurance

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

View all funds holding SPDR KBW Insurance