Benjamin F. Edwards & Company’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

Benjamin F. Edwards & Company’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 Q2	$9K	Hold	78	–	–	﹤0.01%	1745
2024 Q1	$9K	Hold	78	–	–	﹤0.01%	1727
2023 Q4	$8K	Buy	78 +1	+1%	+$90	﹤0.01%	1722
2023 Q3	$7K	Hold	77	–	–	﹤0.01%	1477
2023 Q2	$7K	Buy	77 +1	+1%	+$82	﹤0.01%	1476
2023 Q1	$6K	Hold	76	–	–	﹤0.01%	1502
2022 Q4	$6K	Sell	76 -7	-8%	-$557	﹤0.01%	1532
2022 Q3	$6K	Sell	83 -46	-36%	-$3.66K	﹤0.01%	1510
2022 Q2	$9K	Sell	129 -133	-51%	-$10.7K	﹤0.01%	1404
2022 Q1	$24K	Buy	262 +1	+0.4%	+$94	﹤0.01%	1195
2021 Q4	$27K	Sell	261 -90	-26%	-$9.38K	﹤0.01%	1175
2021 Q3	$33K	Sell	351 -75	-18%	-$7.23K	﹤0.01%	1125
2021 Q2	$40K	Sell	426 -4,432	-91%	-$402K	﹤0.01%	1076
2021 Q1	$410K	Sell	4,858 -79	-2%	-$6.39K	0.02%	498
2020 Q4	$372K	Buy	+4,937	New	+$334K	0.02%	496

Other funds holding KCE

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

360 Financial Wayzata, Minnesota $394M AUM 35.16% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ACP

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

Benjamin F. Edwards & Company's KCE Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its State Street SPDR S&P Capital Markets ETF (KCE) position steady in Q2 2024 at 78 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #1745.

Benjamin F. Edwards & Company first reported a position in KCE in Q4 2020 and has held it in 15 quarters since. The position peaked at $410K in Q1 2021. 88 funds tracked by Wall St. Rank hold KCE as of Q2 2024.

Benjamin F. Edwards & Company held 78 shares of State Street SPDR S&P Capital Markets ETF worth $9K as of Q2 2024.
Benjamin F. Edwards & Company left its State Street SPDR S&P Capital Markets ETF share count unchanged in Q2 2024.
State Street SPDR S&P Capital Markets ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1745 holding.
Benjamin F. Edwards & Company first reported a position in State Street SPDR S&P Capital Markets ETF in Q4 2020 and has held it in 15 quarters since.
Benjamin F. Edwards & Company's State Street SPDR S&P Capital Markets ETF position peaked at $410K in Q1 2021.
88 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.