Capital Advisors Wealth Management’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
-29,902
Closed -$3.1M 129
2021
Q4
$3.1M Buy
29,902
+3,165
+12% +$330K 0.94% 29
2021
Q3
$2.55M Buy
+26,737
New +$2.58M 0.9% 27

Other funds holding KCE

Capital Advisors Wealth Management's KCE Position: Q1 2022 in Review

Capital Advisors Wealth Management sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q1 2022, closing a stake of 29,902 shares — an estimated $3.1M sold.

Capital Advisors Wealth Management first reported a position in KCE in Q3 2021 and held it in 2 quarters. The position peaked at $3.1M in Q4 2021. 59 funds tracked by Wall St. Rank hold KCE as of Q1 2022.

  • Capital Advisors Wealth Management reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q1 2022 after selling out during the quarter.
  • Capital Advisors Wealth Management sold 29,902 State Street SPDR S&P Capital Markets ETF shares in Q1 2022, an estimated $3.1M.
  • Capital Advisors Wealth Management first reported a position in State Street SPDR S&P Capital Markets ETF in Q3 2021 and held it in 2 quarters.
  • Capital Advisors Wealth Management's State Street SPDR S&P Capital Markets ETF position peaked at $3.1M in Q4 2021.
  • 59 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q1 2022.

Based on Capital Advisors Wealth Management's 13F filing for Q1 2022, filed 9 May 2022.