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

DB Wealth Management Group’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
2023 Q4	$699K	Buy	+6,852	New	+$614K	0.4%	47

Other funds holding KCE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ZIMP

Zimmermann Investment Management & Planning New Cumberland, Pennsylvania $2.27M AUM 29.81% 1-Year Est. Return

ACP

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

DB Wealth Management Group's KCE Position: Q4 2023 in Review

DB Wealth Management Group opened a new position in State Street SPDR S&P Capital Markets ETF (KCE) in Q4 2023: 6,852 shares worth $699K. The stake represents 0.4% of the portfolio and ranks #47 among its holdings.

82 funds tracked by Wall St. Rank hold KCE as of Q4 2023.

DB Wealth Management Group held 6,852 shares of State Street SPDR S&P Capital Markets ETF worth $699K as of Q4 2023.
State Street SPDR S&P Capital Markets ETF was a new DB Wealth Management Group position in Q4 2023.
State Street SPDR S&P Capital Markets ETF made up 0.4% of DB Wealth Management Group's portfolio in Q4 2023, its #47 holding.
82 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.