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SPDR KBW Insurance shares owned by PFG Financial Advisors

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

Historical chart of PFG Financial Advisors investment in SPDR KBW Insurance

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in SPDR KBW Insurance by PFG Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.1M 55k 56.75
2024-06-30 $2.9M 57k 49.83
2024-03-31 $2.9M 55k 52.07
2022-12-31 $2.3M 57k 40.95
2022-06-30 $2.1M 56k 37.85
2017-03-31 $1.4M 17k 85.94

More positions owned by PFG Financial Advisors

Ishares S&p 500 Index Etf (IVV)
Ishares Core Msci Eafe Etf (IEFA)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Ishares Aggregate Bond Etf Etf (AGG)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Microsoft Corporation (MSFT)
Fidelity Total Bond Etf Etf (FBND)
Ishares Tr S&p 100 Index Fund Etf (OEF)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares Core Msci Emerging Mkts Etf (IEMG)
Ishares Amt-free Muni Bond Etf Etf (MUB)
Fidelity Msci Financials Index Etf Etf (FNCL)
Fid Msci Info Technology Index Etf Etf (FTEC)
Ishares Core Dividend Growth Etf Etf (DGRO)

View all positions for PFG Financial Advisors

Top funds holding SPDR KBW Insurance

Jpmorgan Chase & Co
Goldman Sachs Group
UBS Group
Morgan Stanley
J.Safra Asset Management
LPL Financial
Factory Mutual Insurance Company
Philadelphia Financial Management of San Francisco
Ameriprise Financial
Bank of America Corporation
Raymond James Financial
Bank Of Montreal
Millennium Management
Beacon Harbor Wealth Advisors
Kingsview Wealth Management

View all funds holding SPDR KBW Insurance