Bessemer Group’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

Bessemer Group’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 Q1	–	Sell	-63	Closed	-$6K	–	2128
2023 Q4	$6K	Buy	+63	New	+$5.64K	﹤0.01%	1721
2022 Q1	–	Sell	-630	Closed	-$65K	–	1891
2021 Q4	$65K	Buy	+630	New	+$65.6K	﹤0.01%	1075

Other funds holding KCE

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KHLMTHM

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $506M AUM 21.19% 1-Year Est. Return

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

Bessemer Group's KCE Position: Q1 2024 in Review

Bessemer Group sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q1 2024, closing a stake of 63 shares — an estimated $6K sold.

Bessemer Group first reported a position in KCE in Q4 2021 and held it in 2 quarters. The position peaked at $65K in Q4 2021. 78 funds tracked by Wall St. Rank hold KCE as of Q1 2024.

Bessemer Group reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q1 2024 after selling out during the quarter.
Bessemer Group sold 63 State Street SPDR S&P Capital Markets ETF shares in Q1 2024, an estimated $6K.
Bessemer Group first reported a position in State Street SPDR S&P Capital Markets ETF in Q4 2021 and held it in 2 quarters.
Bessemer Group's State Street SPDR S&P Capital Markets ETF position peaked at $65K in Q4 2021.
78 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q1 2024.

Based on Bessemer Group's 13F filing for Q1 2024, filed 13 May 2024.