SPDR KBW Insurance shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of SPDR KBW Insurance (KIE) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in SPDR KBW Insurance
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Quarterly reported holdings in SPDR KBW Insurance by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $443k | 7.4k | 59.74 |
| 2025-03-31 | $446k | 7.4k | 60.53 |
| 2024-12-31 | $417k | 7.4k | 56.52 |
| 2024-09-30 | $419k | 7.4k | 56.75 |
| 2024-06-30 | $345k | 6.9k | 49.83 |
| 2024-03-31 | $361k | 6.9k | 52.07 |
| 2023-12-31 | $313k | 6.9k | 45.22 |