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SPDR KBW Insurance shares owned by GoalVest Advisory

Quarter-by-quarter ownership of SPDR KBW Insurance (KIE) shares owned by GoalVest Advisory from 13F filings

Historical chart of GoalVest Advisory investment in SPDR KBW Insurance

Tip: Access up to 7 years of quarterly data

All positions including SPDR KBW Insurance held by GoalVest Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR KBW Insurance by GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $31k 524 59.36
2025-06-30 $31k 524 59.78
2025-03-31 $32k 524 60.58
2024-12-31 $30k 524 56.56

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Goldman Sachs Physical Gold Etf Etf (AAAU)
Jpmorgan Chase & Co Stock (JPM)

View all positions for GoalVest Advisory

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