Cetera Advisors’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

Cetera Advisors’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	$445K	Buy	4,024 +98	+2%	+$10.1K	﹤0.01%	1677
2023 Q4	$400K	Buy	+3,926	New	+$352K	0.01%	1263
2022 Q2	–	Sell	-2,411	Closed	-$220K	–	1433
2022 Q1	$220K	Buy	2,411 +10	+0.4%	+$940	﹤0.01%	1266
2021 Q4	$249K	Sell	2,401 -1,664	-41%	-$173K	0.01%	1205
2021 Q3	$388K	Buy	4,065 +1,782	+78%	+$172K	0.01%	981
2021 Q2	$215K	Buy	+2,283	New	+$207K	0.01%	1201
2019 Q3	–	Sell	-29,432	Closed	-$1.64M	–	936
2019 Q2	$1.64M	Sell	29,432 -568	-2%	-$31.5K	0.07%	258
2019 Q1	$1.6M	Sell	30,000 -581	-2%	-$30.5K	0.08%	247
2018 Q4	$1.46M	Sell	30,581 -2,288	-7%	-$118K	0.09%	231
2018 Q3	$1.85M	Sell	32,869 -376	-1%	-$22K	0.09%	219
2018 Q2	$1.93M	Sell	33,245 -1,956	-6%	-$117K	0.11%	191
2018 Q1	$2.05M	Buy	35,201 +510	+1%	+$30.4K	0.12%	177
2017 Q4	$2.01M	Sell	34,691 -7,835	-18%	-$431K	0.12%	168
2017 Q3	$2.23M	Sell	42,526 -3,640	-8%	-$182K	0.13%	163
2017 Q2	$2.27M	Buy	46,166 +1,285	+3%	+$60.5K	0.14%	156
2017 Q1	$2.1M	Buy	44,881 +2,311	+5%	+$108K	0.14%	157
2016 Q4	$1.92M	Buy	42,570 +8,000	+23%	+$342K	0.14%	153
2016 Q3	$1.4M	Buy	34,570 +4,125	+14%	+$163K	0.11%	192
2016 Q2	$1.11M	Buy	+30,445	New	+$1.19M	0.09%	244

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

Cetera Advisors's KCE Position: Q1 2024 in Review

Cetera Advisors increased its State Street SPDR S&P Capital Markets ETF (KCE) stake by 2.5% in Q1 2024, buying an estimated $10.1K and bringing the position to 4,024 shares worth $445K. The position accounts for ﹤0.01% of the portfolio, ranked #1677.

Cetera Advisors first reported a position in KCE in Q2 2016 and has held it in 19 quarters since. The position peaked at $2.27M in Q2 2017. 78 funds tracked by Wall St. Rank hold KCE as of Q1 2024.

Cetera Advisors held 4,024 shares of State Street SPDR S&P Capital Markets ETF worth $445K as of Q1 2024.
Cetera Advisors bought 98 State Street SPDR S&P Capital Markets ETF shares in Q1 2024, an estimated $10.1K.
State Street SPDR S&P Capital Markets ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1677 holding.
Cetera Advisors first reported a position in State Street SPDR S&P Capital Markets ETF in Q2 2016 and has held it in 19 quarters since.
Cetera Advisors's State Street SPDR S&P Capital Markets ETF position peaked at $2.27M in Q2 2017.
78 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.