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SPDR KBW Insurance shares owned by First Heartland Consultants

Quarter-by-quarter ownership of SPDR KBW Insurance (KIE) shares owned by First Heartland Consultants from 13F filings

Historical chart of First Heartland Consultants investment in SPDR KBW Insurance

Tip: Access up to 7 years of quarterly data

All positions including SPDR KBW Insurance held by First Heartland Consultants consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR KBW Insurance by First Heartland Consultants

Quarter filed Position value Share count Share price at filing
2025-09-30 $397k 6.7k 59.32
2025-06-30 $395k 6.6k 59.74
2025-03-31 $365k 6.0k 60.53
2024-12-31 $311k 5.5k 56.52
2024-09-30 $243k 4.3k 56.74
2024-06-30 $207k 4.2k 49.72

More positions owned by First Heartland Consultants

Etf Ser Solutions Aptus Collared (ACIO)
Spdr Series Trust Portfolio Lr Etf (SPLG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Unit Ser 1 S&p (SPY)
Etf Ser Solutions Aptus Defined (DRSK)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Bd Index Short Trm Bond (BSV)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Ishares S&p 500 Grwt Etf (IVW)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Pimco Etf Tr Multisector Bd (PYLD)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)

View all positions for First Heartland Consultants

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