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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

Tip: Access up to 7 years of quarterly data

All positions including SPDR KBW Insurance held by Kaizen Financial Strategies consolidated in one spreadsheet with up to 7 years of data

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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
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

Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Vaneck Etf Trust Semiconductr Etf (SMH)
Blackstone Group Inc Com Cl A (BX)
Tesla Motors (TSLA)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Schwab Strategic Tr Long Term Us (SCHQ)
NVIDIA Corporation (NVDA)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)

View all positions for Kaizen Financial Strategies

Top funds holding SPDR KBW Insurance

Jpmorgan Chase & Co
Goldman Sachs Group
Factory Mutual Insurance Company
Bank Of Montreal
Bank of America Corporation
UBS Group
Citadel Advisors
Janney Capital Management
Citigroup
Millennium Management
Bnp Paribas Arbitrage, Snc
New Harbor Financial
Insight Wealth Strategies
Capital Planning Advisors
Chicago Wealth Management

View all funds holding SPDR KBW Insurance