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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-2,294
Closed -$238K 372
2021
Q4
$238K Buy
+2,294
New +$239K 0.02% 323
2021
Q3
Sell
-2,678
Closed -$252K 376
2021
Q2
$252K Buy
+2,678
New +$243K 0.02% 324

Other funds holding KCE

Beaumont Financial Advisors's KCE Position: Q1 2022 in Review

Beaumont Financial Advisors sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q1 2022, closing a stake of 2,294 shares — an estimated $238K sold.

Beaumont Financial Advisors first reported a position in KCE in Q2 2021 and held it in 2 quarters. The position peaked at $252K in Q2 2021. 59 funds tracked by Wall St. Rank hold KCE as of Q1 2022.

  • Beaumont Financial Advisors reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q1 2022 after selling out during the quarter.
  • Beaumont Financial Advisors sold 2,294 State Street SPDR S&P Capital Markets ETF shares in Q1 2022, an estimated $238K.
  • Beaumont Financial Advisors first reported a position in State Street SPDR S&P Capital Markets ETF in Q2 2021 and held it in 2 quarters.
  • Beaumont Financial Advisors's State Street SPDR S&P Capital Markets ETF position peaked at $252K in Q2 2021.
  • 59 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q1 2022.

Based on Beaumont Financial Advisors's 13F filing for Q1 2022, filed 9 May 2022.