FDx Advisors’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

FDx Advisors’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
2021 Q4	–	Sell	-2,285	Closed	-$218K	–	869
2021 Q3	$218K	Sell	2,285 -60	-3%	-$5.78K	0.01%	769
2021 Q2	$221K	Sell	2,345 -365	-13%	-$33.1K	0.01%	758
2021 Q1	$229K	Buy	+2,710	New	+$219K	0.01%	702

Other funds holding KCE

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

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

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

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

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

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

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

FDx Advisors's KCE Position: Q4 2021 in Review

FDx Advisors sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q4 2021, closing a stake of 2,285 shares — an estimated $218K sold.

FDx Advisors first reported a position in KCE in Q1 2021 and held it in 3 quarters. The position peaked at $229K in Q1 2021. 70 funds tracked by Wall St. Rank hold KCE as of Q4 2021.

FDx Advisors reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q4 2021 after selling out during the quarter.
FDx Advisors sold 2,285 State Street SPDR S&P Capital Markets ETF shares in Q4 2021, an estimated $218K.
FDx Advisors first reported a position in State Street SPDR S&P Capital Markets ETF in Q1 2021 and held it in 3 quarters.
FDx Advisors's State Street SPDR S&P Capital Markets ETF position peaked at $229K in Q1 2021.
70 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q4 2021.

Based on FDx Advisors's 13F filing for Q4 2021, filed 1 Feb 2022.