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SPDR KBW Insurance shares owned by Golden State Wealth Management

Quarter-by-quarter ownership of SPDR KBW Insurance (KIE) shares owned by Golden State Wealth Management from 13F filings

Historical chart of Golden State Wealth Management investment in SPDR KBW Insurance

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in SPDR KBW Insurance by Golden State Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.9k 150 59.32
2025-06-30 $9.0k 150 59.74
2025-03-31 $27k 450 60.53

More positions owned by Golden State Wealth Management

Ishares Core MF Closed and MF Open (IVV)
SPDR S&P MF Closed and MF Open (SPY)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (AGG)
Nvidia Corp Common Stock (NVDA)
First Trust MF Closed and MF Open (FVD)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
Alphabet Common Stock (GOOGL)
Harbor Long MF Closed and MF Open (WINN)
American Century MF Closed and MF Open (QGRO)
Microsoft Corp Common Stock (MSFT)
Principal Us MF Closed and MF Open (USMC)
Spdr Aggregate MF Closed and MF Open (SPAB)
First Trust MF Closed and MF Open (RDVY)

View all positions for Golden State Wealth 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