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

Brookstone 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	-8,926	Closed	-$1.11M	–	1027
2024 Q3	$1.11M	Buy	+8,926	New	+$1.05M	0.02%	496
2021 Q4	–	Sell	-15,747	Closed	-$1.56M	–	781
2021 Q3	$1.56M	Buy	15,747 +366	+2%	+$35.3K	0.03%	301
2021 Q2	$1.45M	Buy	+15,381	New	+$1.4M	0.03%	302

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

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

Brookstone Capital Management sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q4 2024, closing a stake of 8,926 shares — an estimated $1.11M sold.

Brookstone Capital Management first reported a position in KCE in Q2 2021 and held it in 3 quarters. The position peaked at $1.56M in Q3 2021. 131 funds tracked by Wall St. Rank hold KCE as of Q4 2024.

Brookstone Capital Management reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q4 2024 after selling out during the quarter.
Brookstone Capital Management sold 8,926 State Street SPDR S&P Capital Markets ETF shares in Q4 2024, an estimated $1.11M.
Brookstone Capital Management first reported a position in State Street SPDR S&P Capital Markets ETF in Q2 2021 and held it in 3 quarters.
Brookstone Capital Management's State Street SPDR S&P Capital Markets ETF position peaked at $1.56M in Q3 2021.
131 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q4 2024.

Based on Brookstone Capital Management's 13F filing for Q4 2024, filed 13 Jan 2025.