Atria Investments’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

Atria Investments’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 Q4	–	Sell	-2,650	Closed	-$331K	–	1922
2024 Q3	$331K	Sell	2,650 -6,982	-72%	-$825K	﹤0.01%	1571
2024 Q2	$1.06M	Sell	9,632 -8,714	-47%	-$953K	0.01%	900
2024 Q1	$2.03M	Buy	18,346 +694	+4%	+$71.8K	0.03%	649
2023 Q4	$1.8M	Buy	+17,652	New	+$1.58M	0.03%	635
2022 Q2	–	Sell	-15,096	Closed	-$1.38M	–	819
2022 Q1	$1.38M	Buy	15,096 +45	+0.3%	+$4.23K	0.02%	710
2021 Q4	$1.56M	Buy	15,051 +542	+4%	+$56.5K	0.03%	660
2021 Q3	$1.38M	Buy	+14,509	New	+$1.4M	0.03%	668

Other funds holding KCE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Atria Investments's KCE Position: Q4 2024 in Review

Atria Investments sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q4 2024, closing a stake of 2,650 shares — an estimated $331K sold.

Atria Investments first reported a position in KCE in Q3 2021 and held it in 7 quarters. The position peaked at $2.03M in Q1 2024. 131 funds tracked by Wall St. Rank hold KCE as of Q4 2024.

Atria Investments reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q4 2024 after selling out during the quarter.
Atria Investments sold 2,650 State Street SPDR S&P Capital Markets ETF shares in Q4 2024, an estimated $331K.
Atria Investments first reported a position in State Street SPDR S&P Capital Markets ETF in Q3 2021 and held it in 7 quarters.
Atria Investments's State Street SPDR S&P Capital Markets ETF position peaked at $2.03M in Q1 2024.
131 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q4 2024.

Based on Atria Investments's 13F filing for Q4 2024, filed 6 Feb 2025.