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SPDR KBW Insurance shares owned by Perennial Investment Advisors

Quarter-by-quarter ownership of SPDR KBW Insurance (KIE) shares owned by Perennial Investment Advisors from 13F filings

Historical chart of Perennial Investment Advisors investment in SPDR KBW Insurance

Tip: Access up to 7 years of quarterly data

All positions including SPDR KBW Insurance held by Perennial Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR KBW Insurance by Perennial Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $220k 3.7k 59.32
2025-06-30 $221k 3.7k 59.74
2025-03-31 $224k 3.7k 60.53

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View all positions for Perennial Investment Advisors

Top funds holding SPDR KBW Insurance

Jpmorgan Chase & Co
Goldman Sachs Group
J.Safra Asset Management
Factory Mutual Insurance Company
Two Sigma Investments
LPL Financial
Kingsview Wealth Management
UBS Group
Susquehanna International
Perbak Capital Partners
Capital Planning Advisors
Cumberland Advisors
Jump Financial
Wells Fargo & Company
Lido Advisors

View all funds holding SPDR KBW Insurance