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

Beaumont Capital 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 Q4	–	Sell	-4,383	Closed	-$547K	–	52
2024 Q3	$547K	Sell	4,383 -292	-6%	-$34.5K	0.4%	37
2024 Q2	$516K	Sell	4,675 -150	-3%	-$16.4K	0.4%	38
2024 Q1	$533K	Sell	4,825 -362	-7%	-$37.5K	0.39%	40
2023 Q4	$529K	Sell	5,187 -5,369	-51%	-$481K	0.4%	39
2023 Q3	$916K	Buy	+10,556	New	+$939K	0.66%	31
2022 Q1	–	Sell	-5,312	Closed	-$550K	–	45
2021 Q4	$550K	Buy	+5,312	New	+$553K	0.32%	36

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

Beaumont Capital Management's KCE Position: Q4 2024 in Review

Beaumont Capital Management sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q4 2024, closing a stake of 4,383 shares — an estimated $547K sold.

Beaumont Capital Management first reported a position in KCE in Q4 2021 and held it in 6 quarters. The position peaked at $916K in Q3 2023. 131 funds tracked by Wall St. Rank hold KCE as of Q4 2024.

Beaumont Capital Management reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q4 2024 after selling out during the quarter.
Beaumont Capital Management sold 4,383 State Street SPDR S&P Capital Markets ETF shares in Q4 2024, an estimated $547K.
Beaumont Capital Management first reported a position in State Street SPDR S&P Capital Markets ETF in Q4 2021 and held it in 6 quarters.
Beaumont Capital Management's State Street SPDR S&P Capital Markets ETF position peaked at $916K in Q3 2023.
131 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q4 2024.

Based on Beaumont Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.