SPDR KBW Insurance shares owned by Navis Wealth Advisors
Quarter-by-quarter ownership of SPDR KBW Insurance (KIE) shares owned by Navis Wealth Advisors
from 13F filings
Historical chart of Navis Wealth Advisors investment in SPDR KBW Insurance
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Quarterly reported holdings in SPDR KBW Insurance by Navis Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.8M | 31k | 56.75 |
| 2024-06-30 | $1.5M | 31k | 49.83 |
| 2024-03-31 | $1.6M | 31k | 52.07 |
| 2023-12-31 | $1.4M | 31k | 45.22 |
| 2023-09-30 | $1.3M | 31k | 42.54 |
| 2023-06-30 | $1.2M | 31k | 40.88 |
| 2023-03-31 | $1.2M | 30k | 39.36 |
| 2022-12-31 | $1.2M | 30k | 40.95 |
| 2022-09-30 | $1.1M | 30k | 36.16 |
| 2022-06-30 | $1.1M | 30k | 37.84 |
| 2022-03-31 | $1.2M | 30k | 42.02 |
| 2021-12-31 | $1.2M | 30k | 40.38 |
| 2021-09-30 | $1.1M | 30k | 37.79 |
| 2021-06-30 | $1.1M | 29k | 38.56 |
| 2021-03-31 | $1.1M | 29k | 36.64 |
| 2020-12-31 | $876k | 26k | 33.59 |