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SPDR KBW Insurance shares owned by Trademark Financial Management

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

Historical chart of Trademark Financial Management investment in SPDR KBW Insurance

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in SPDR KBW Insurance by Trademark Financial Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $422k 7.0k 60.53
2024-12-31 $232k 4.1k 56.52
2024-09-30 $240k 4.2k 56.75
2024-06-30 $488k 9.8k 49.83
2024-03-31 $553k 11k 52.07

More positions owned by Trademark Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Putnam Etf Trust Focused Lar Cap (PVAL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dimensional Etf Trust Internatnal Val (DFIV)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Spdr Series Trust State Street Spd (SPYM)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Vanguard Index Fds Total Stk Mkt (VTI)
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)
Vaneck Etf Trust Clo Etf (CLOI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Gold Tr Ishares New (IAU)
Ea Series Trust Freedom 100 Em (FRDM)

View all positions for Trademark Financial Management

Top funds holding SPDR KBW Insurance

Goldman Sachs Group
Jpmorgan Chase & Co
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
Lido Advisors
Wells Fargo & Company

View all funds holding SPDR KBW Insurance