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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
2025-06-30 $1.5M 25k 59.74
2025-03-31 $1.5M 26k 60.53
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)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Select Sector Spdr Tr Technology (XLK)
Oneok (OKE)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Select Sector Spdr Tr Financial (XLF)
Select Sector Spdr Tr Communication (XLC)
NVIDIA Corporation (NVDA)
Ishares Tr U.s. Tech Etf (IYW)
Wal-Mart Stores (WMT)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust S&p Ins Etf (KIE)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)

View all positions for Fulcrum Equity 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