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

CarsonAllaria Wealth 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
2022
Q1 		– Sell
-9
Closed -$1K – 343
2021
Q4 		$1K Buy
+9
New +$938 ﹤0.01% 345

Other funds holding KCE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CarsonAllaria Wealth Management's KCE Position: Q1 2022 in Review

CarsonAllaria Wealth Management sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q1 2022, closing a stake of 9 shares — an estimated $1K sold.

CarsonAllaria Wealth Management first reported a position in KCE in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 59 funds tracked by Wall St. Rank hold KCE as of Q1 2022.

  • CarsonAllaria Wealth Management reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q1 2022 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 9 State Street SPDR S&P Capital Markets ETF shares in Q1 2022, an estimated $1K.
  • CarsonAllaria Wealth Management first reported a position in State Street SPDR S&P Capital Markets ETF in Q4 2021 and held it in 1 quarter.
  • CarsonAllaria Wealth Management's State Street SPDR S&P Capital Markets ETF position peaked at $1K 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 CarsonAllaria Wealth Management's 13F filing for Q1 2022, filed 5 May 2022.