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

GeoWealth Management’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
Q1 		– Sell
-6,269
Closed -$639K – 880
2023
Q4 		$639K Buy
+6,269
New +$562K 0.05% 285

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KHLMTHM
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $506M AUM 21.19% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

GeoWealth Management's KCE Position: Q1 2024 in Review

GeoWealth Management sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q1 2024, closing a stake of 6,269 shares — an estimated $639K sold.

GeoWealth Management first reported a position in KCE in Q4 2023 and held it in 1 quarter. The position peaked at $639K in Q4 2023. 78 funds tracked by Wall St. Rank hold KCE as of Q1 2024.

  • GeoWealth Management reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q1 2024 after selling out during the quarter.
  • GeoWealth Management sold 6,269 State Street SPDR S&P Capital Markets ETF shares in Q1 2024, an estimated $639K.
  • GeoWealth Management first reported a position in State Street SPDR S&P Capital Markets ETF in Q4 2023 and held it in 1 quarter.
  • GeoWealth Management's State Street SPDR S&P Capital Markets ETF position peaked at $639K in Q4 2023.
  • 78 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q1 2024.

Based on GeoWealth Management's 13F filing for Q1 2024, filed 15 May 2024.