EP Wealth Advisors, LLC
Position in KIE — State Street(R) SPDR(R) S&P(R) Insurance ETF
CIK 1540569
TORRANCE, CA
All Filings in KIE
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 KIE | $334,125 | 6,075 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 KIE | $391,937 | 6,516 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 KIE | $443,031 | 7,416 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 KIE | $446,045 | 7,369 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 KIE | $416,495 | 7,369 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 KIE | $418,701 | 7,378 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 KIE | $345,272 | 6,929 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 KIE | $360,740 | 6,928 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 KIE | $313,284 | 6,928 | Shares | Sole | 2024-02-28 | |
| No filing history on record for this holder in this stock. | ||||||