Commonwealth Equity Services’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
2026 Q1	$423K	Sell	3,071 -706	-19%	-$104K	﹤0.01%	3365
2025 Q4	$566K	Sell	3,777 -921	-20%	-$136K	﹤0.01%	3078
2025 Q3	$718K	Buy	4,698 +1,141	+32%	+$175K	﹤0.01%	2871
2025 Q2	$515K	Sell	3,557 -2,076	-37%	-$270K	﹤0.01%	3114
2025 Q1	$711K	Buy	5,633 +212	+4%	+$29K	﹤0.01%	2745
2024 Q4	$747K	Buy	5,421 +943	+21%	+$130K	﹤0.01%	2637
2024 Q3	$559K	Sell	4,478 -1,180	-21%	-$139K	﹤0.01%	2803
2024 Q2	$624K	Sell	5,658 -270	-5%	-$29.5K	﹤0.01%	2647
2024 Q1	$655K	Buy	5,928 +186	+3%	+$19.3K	﹤0.01%	2586
2023 Q4	$586K	Buy	5,742 +692	+14%	+$62K	﹤0.01%	2576
2023 Q3	$438K	Buy	5,050 +1,237	+32%	+$110K	﹤0.01%	2706
2023 Q2	$324K	Sell	3,813 -233	-6%	-$19K	﹤0.01%	2980
2023 Q1	$336	Sell	4,046 -473	-10%	-$40.7K	﹤0.01%	2863
2022 Q4	$356K	Sell	4,519 -578	-11%	-$46K	﹤0.01%	2740
2022 Q3	$364K	Sell	5,097 -653	-11%	-$51.9K	﹤0.01%	2660
2022 Q2	$419K	Sell	5,750 -2,676	-32%	-$214K	﹤0.01%	2548
2022 Q1	$769K	Buy	8,426 +864	+11%	+$81.2K	﹤0.01%	2186
2021 Q4	$784K	Sell	7,562 -318	-4%	-$33.1K	﹤0.01%	2168
2021 Q3	$751K	Buy	7,880 +1,037	+15%	+$99.9K	﹤0.01%	2158
2021 Q2	$643K	Buy	6,843 +176	+3%	+$16K	﹤0.01%	2262
2021 Q1	$562K	Buy	+6,667	New	+$539K	﹤0.01%	2239