Continuum Advisory’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
2024
Q1
Sell
-2,666
Closed -$274K 1704
2023
Q4
$274K Sell
2,666
-858
-24% -$76.9K 0.04% 388
2023
Q3
$306K Buy
+3,524
New +$313K 0.05% 360

Other funds holding KCE

Continuum Advisory's KCE Position: Q1 2024 in Review

Continuum Advisory sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q1 2024, closing a stake of 2,666 shares — an estimated $274K sold.

Continuum Advisory first reported a position in KCE in Q3 2023 and held it in 2 quarters. The position peaked at $306K in Q3 2023. 78 funds tracked by Wall St. Rank hold KCE as of Q1 2024.

  • Continuum Advisory reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q1 2024 after selling out during the quarter.
  • Continuum Advisory sold 2,666 State Street SPDR S&P Capital Markets ETF shares in Q1 2024, an estimated $274K.
  • Continuum Advisory first reported a position in State Street SPDR S&P Capital Markets ETF in Q3 2023 and held it in 2 quarters.
  • Continuum Advisory's State Street SPDR S&P Capital Markets ETF position peaked at $306K in Q3 2023.
  • 78 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q1 2024.

Based on Continuum Advisory's 13F filing for Q1 2024, filed 13 May 2024.