SPDR KBW Insurance shares owned by Merit Financial Group
Quarter-by-quarter ownership of SPDR KBW Insurance (KIE) shares owned by Merit Financial Group
from 13F filings
Historical chart of Merit Financial Group investment in SPDR KBW Insurance
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All positions including SPDR KBW Insurance held by Merit Financial Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in SPDR KBW Insurance by Merit Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $511k | 8.6k | 59.32 |
| 2025-06-30 | $845k | 14k | 59.74 |
| 2025-03-31 | $1.2M | 20k | 60.53 |
| 2024-12-31 | $956k | 17k | 56.52 |
| 2023-12-31 | $234k | 5.2k | 45.22 |
| 2023-09-30 | $428k | 10k | 42.54 |
| 2023-06-30 | $1.4M | 34k | 40.88 |
| 2023-03-31 | $3.1M | 80k | 39.36 |
| 2022-12-31 | $4.0M | 98k | 40.95 |
| 2022-09-30 | $3.2M | 89k | 36.17 |