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Concourse Financial Group Securities’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-281
Closed -$40.5K – 1139
2024
Q4 		$40.5K Buy
+281
New +$38.9K ﹤0.01% 1295

Other funds holding KCE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
3F
360 Financial Wayzata, Minnesota $394M AUM 35.16% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

Concourse Financial Group Securities's KCE Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q1 2025, closing a stake of 281 shares — an estimated $40.5K sold.

Concourse Financial Group Securities first reported a position in KCE in Q4 2024 and held it in 1 quarter. The position peaked at $40.5K in Q4 2024. 124 funds tracked by Wall St. Rank hold KCE as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 281 State Street SPDR S&P Capital Markets ETF shares in Q1 2025, an estimated $40.5K.
  • Concourse Financial Group Securities first reported a position in State Street SPDR S&P Capital Markets ETF in Q4 2024 and held it in 1 quarter.
  • Concourse Financial Group Securities's State Street SPDR S&P Capital Markets ETF position peaked at $40.5K in Q4 2024.
  • 124 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.