Aveo Capital Partners’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

Aveo Capital Partners’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	-32,775	Closed	-$4.09M	–	354
2024 Q3	$4.09M	Sell	32,775 -2,001	-6%	-$236K	0.43%	67
2024 Q2	$3.84M	Buy	+34,776	New	+$3.8M	0.44%	65
2024 Q1	–	Sell	-34,987	Closed	-$3.57M	–	378
2023 Q4	$3.57M	Sell	34,987 -4,976	-12%	-$446K	0.43%	73
2023 Q3	$3.47M	Buy	+39,963	New	+$3.55M	0.46%	69

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

Aveo Capital Partners's KCE Position: Q4 2024 in Review

Aveo Capital Partners sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q4 2024, closing a stake of 32,775 shares — an estimated $4.09M sold.

Aveo Capital Partners first reported a position in KCE in Q3 2023 and held it in 4 quarters. The position peaked at $4.09M in Q3 2024. 131 funds tracked by Wall St. Rank hold KCE as of Q4 2024.

Aveo Capital Partners reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q4 2024 after selling out during the quarter.
Aveo Capital Partners sold 32,775 State Street SPDR S&P Capital Markets ETF shares in Q4 2024, an estimated $4.09M.
Aveo Capital Partners first reported a position in State Street SPDR S&P Capital Markets ETF in Q3 2023 and held it in 4 quarters.
Aveo Capital Partners's State Street SPDR S&P Capital Markets ETF position peaked at $4.09M in Q3 2024.
131 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q4 2024.

Based on Aveo Capital Partners's 13F filing for Q4 2024, filed 30 Jan 2025.