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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
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)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard World Mega Cap Val Etf (MGV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Gold Tr Ishares New (IAU)
Vanguard World Esg Us Stk Etf (ESGV)
Ishares Tr Rus 1000 Grw Etf (IWF)
American Centy Etf Tr Avantis Respon U (AVSU)

View all positions for Trademark Financial Management

Top funds holding SPDR KBW Insurance

Jpmorgan Chase & Co
Goldman Sachs Group
Morgan Stanley
Factory Mutual Insurance Company
LPL Financial
Philadelphia Financial Management of San Francisco
Bank of America Corporation
Citadel Advisors
Raymond James & Associates
Wells Fargo & Company
Susquehanna International
Envestnet Asset Management
Capital Planning Advisors
Chicago Wealth Management
Kingsview Wealth Management

View all funds holding SPDR KBW Insurance