Creative Planning’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

Creative Planning’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
2016 Q4	–	Sell	-12,000	Closed	-$486K	–	4730
2016 Q3	$486K	Buy	+12,000	New	+$475K	﹤0.01%	911
2014 Q3	–	Sell	-7	Closed	–	–	4080
2014 Q2	$0	Sell	7 -15	-68%	-$711	﹤0.01%	3872
2014 Q1	$1K	Hold	22	–	–	﹤0.01%	3503
2013 Q4	$1K	Hold	22	–	–	﹤0.01%	3212
2013 Q3	$1K	Hold	22	–	–	﹤0.01%	3090
2013 Q2	$1K	Buy	+22	New	+$879	﹤0.01%	2943

Other funds holding KCE

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning's KCE Position: Q4 2016 in Review

Creative Planning sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q4 2016, closing a stake of 12,000 shares — an estimated $486K sold.

Creative Planning first reported a position in KCE in Q2 2013 and held it in 6 quarters. The position peaked at $486K in Q3 2016. 40 funds tracked by Wall St. Rank hold KCE as of Q4 2016.

Creative Planning reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q4 2016 after selling out during the quarter.
Creative Planning sold 12,000 State Street SPDR S&P Capital Markets ETF shares in Q4 2016, an estimated $486K.
Creative Planning first reported a position in State Street SPDR S&P Capital Markets ETF in Q2 2013 and held it in 6 quarters.
Creative Planning's State Street SPDR S&P Capital Markets ETF position peaked at $486K in Q3 2016.
40 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q4 2016.

Based on Creative Planning's 13F filing for Q4 2016, filed 9 Jan 2017.