AWM
KCE icon

Abound Wealth Management’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

Abound Wealth Management’s Portfolio KCE Stock Details KCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-22
Closed -$2.43K – 1247
2024
Q1 		$2.43K Buy
22
+15
+214% +$1.55K ﹤0.01% 653
2023
Q4 		$714 Buy
+7
New +$627 ﹤0.01% 841

Other funds holding KCE

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
3F
360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

Abound Wealth Management's KCE Position: Q2 2024 in Review

Abound Wealth Management sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q2 2024, closing a stake of 22 shares — an estimated $2.43K sold.

Abound Wealth Management first reported a position in KCE in Q4 2023 and held it in 2 quarters. The position peaked at $2.43K in Q1 2024. 88 funds tracked by Wall St. Rank hold KCE as of Q2 2024.

  • Abound Wealth Management reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q2 2024 after selling out during the quarter.
  • Abound Wealth Management sold 22 State Street SPDR S&P Capital Markets ETF shares in Q2 2024, an estimated $2.43K.
  • Abound Wealth Management first reported a position in State Street SPDR S&P Capital Markets ETF in Q4 2023 and held it in 2 quarters.
  • Abound Wealth Management's State Street SPDR S&P Capital Markets ETF position peaked at $2.43K in Q1 2024.
  • 88 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q2 2024.

Based on Abound Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.