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CreativeOne Wealth’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

CreativeOne Wealth’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
Q2 		– Sell
-4,084
Closed -$451K – 855
2024
Q1 		$451K Buy
+4,084
New +$423K 0.02% 593

Other funds holding KCE

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
3F
360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

CreativeOne Wealth's KCE Position: Q2 2024 in Review

CreativeOne Wealth sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q2 2024, closing a stake of 4,084 shares — an estimated $451K sold.

CreativeOne Wealth first reported a position in KCE in Q1 2024 and held it in 1 quarter. The position peaked at $451K in Q1 2024. 88 funds tracked by Wall St. Rank hold KCE as of Q2 2024.

  • CreativeOne Wealth reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q2 2024 after selling out during the quarter.
  • CreativeOne Wealth sold 4,084 State Street SPDR S&P Capital Markets ETF shares in Q2 2024, an estimated $451K.
  • CreativeOne Wealth first reported a position in State Street SPDR S&P Capital Markets ETF in Q1 2024 and held it in 1 quarter.
  • CreativeOne Wealth's State Street SPDR S&P Capital Markets ETF position peaked at $451K in Q1 2024.
  • 88 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q2 2024.

Based on CreativeOne Wealth's 13F filing for Q2 2024, filed 14 Aug 2024.