SPDR KBW Insurance shares owned by Kaizen Financial Strategies
Quarter-by-quarter ownership of SPDR KBW Insurance (KIE) shares owned by Kaizen Financial Strategies
from 13F filings
Historical chart of Kaizen Financial Strategies investment in SPDR KBW Insurance
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Quarterly reported holdings in SPDR KBW Insurance by Kaizen Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $412k | 7.2k | 57.55 |
| 2025-06-30 | $501k | 8.4k | 59.74 |
| 2025-03-31 | $496k | 8.2k | 60.53 |
| 2024-12-31 | $652k | 12k | 56.52 |
| 2024-09-30 | $688k | 12k | 56.75 |
| 2024-06-30 | $657k | 12k | 54.33 |
| 2024-03-31 | $707k | 14k | 52.07 |
| 2023-12-31 | $578k | 13k | 45.22 |
| 2023-09-30 | $291k | 6.8k | 42.54 |
| 2023-06-30 | $282k | 6.8k | 41.21 |
| 2023-03-31 | $269k | 6.8k | 39.36 |
| 2022-12-31 | $301k | 7.0k | 42.78 |
More positions owned by Kaizen Financial Strategies
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