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

Belpointe Asset 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
2023 Q2	–	Sell	-147	Closed	-$12.2K	–	2045
2023 Q1	$12.2K	Hold	147	–	–	﹤0.01%	2596
2022 Q4	$11.6K	Buy	+147	New	+$11.7K	﹤0.01%	2542

Other funds holding KCE

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

Belpointe Asset Management's KCE Position: Q2 2023 in Review

Belpointe Asset Management sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q2 2023, closing a stake of 147 shares — an estimated $12.2K sold.

Belpointe Asset Management first reported a position in KCE in Q4 2022 and held it in 2 quarters. The position peaked at $12.2K in Q1 2023. 45 funds tracked by Wall St. Rank hold KCE as of Q2 2023.

Belpointe Asset Management reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 147 State Street SPDR S&P Capital Markets ETF shares in Q2 2023, an estimated $12.2K.
Belpointe Asset Management first reported a position in State Street SPDR S&P Capital Markets ETF in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's State Street SPDR S&P Capital Markets ETF position peaked at $12.2K in Q1 2023.
45 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.