Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

Envestnet Portfolio Solutions’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
Q4 		– Sell
-3,959
Closed -$494K – 1768
2024
Q3 		$494K Sell
3,959
-298
-7% -$35.2K ﹤0.01% 1209
2024
Q2 		$470K Buy
+4,257
New +$466K ﹤0.01% 1170
2024
Q1 		– Sell
-4,109
Closed -$419K – 1632
2023
Q4 		$419K Sell
4,109
-1,106
-21% -$99.1K ﹤0.01% 1124
2023
Q3 		$452K Buy
+5,215
New +$464K ﹤0.01% 1028

Other funds holding KCE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
3F
360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Envestnet Portfolio Solutions's KCE Position: Q4 2024 in Review

Envestnet Portfolio Solutions sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q4 2024, closing a stake of 3,959 shares — an estimated $494K sold.

Envestnet Portfolio Solutions first reported a position in KCE in Q3 2023 and held it in 4 quarters. The position peaked at $494K in Q3 2024. 131 funds tracked by Wall St. Rank hold KCE as of Q4 2024.

  • Envestnet Portfolio Solutions reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q4 2024 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 3,959 State Street SPDR S&P Capital Markets ETF shares in Q4 2024, an estimated $494K.
  • Envestnet Portfolio Solutions first reported a position in State Street SPDR S&P Capital Markets ETF in Q3 2023 and held it in 4 quarters.
  • Envestnet Portfolio Solutions's State Street SPDR S&P Capital Markets ETF position peaked at $494K in Q3 2024.
  • 131 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q4 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2024, filed 10 Feb 2025.