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SPDR KBW Insurance shares owned by Fulcrum Equity Management

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

Historical chart of Fulcrum Equity Management investment in SPDR KBW Insurance

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in SPDR KBW Insurance by Fulcrum Equity Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 23k 56.75
2019-09-30 $6.0k 173 34.68

More positions owned by Fulcrum Equity Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Msci World Etf (URTH)
Oneok (OKE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Select Sector Spdr Tr Technology (XLK)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Select Sector Spdr Tr Financial (XLF)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vistra Energy (VST)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Etfis Ser Tr I Virtus Reaves Ut (UTES)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Communication (XLC)
Abbvie (ABBV)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)

View all positions for Fulcrum Equity Management

Top funds holding SPDR KBW Insurance

Jpmorgan Chase & Co
Goldman Sachs Group
UBS Group
Morgan Stanley
J.Safra Asset Management
LPL Financial
Factory Mutual Insurance Company
Philadelphia Financial Management of San Francisco
Ameriprise Financial
Bank of America Corporation
Raymond James Financial
Bank Of Montreal
Millennium Management
Beacon Harbor Wealth Advisors
Kingsview Wealth Management

View all funds holding SPDR KBW Insurance