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SPDR KBW Insurance shares owned by KWB Wealth

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

Historical chart of KWB Wealth investment in SPDR KBW Insurance

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in SPDR KBW Insurance by KWB Wealth

Quarter filed Position value Share count Share price at filing
2023-03-31 $227k 5.5k 40.95
2022-12-31 $227k 5.5k 40.95

More positions owned by KWB Wealth

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Invesco Actively Managed Etf Total Return (GTO)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)

View all positions for KWB Wealth

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