Gladstone Institutional Advisory’s SPDR S&P Capital Markets ETF KCE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$855K Sell
5,897
-60
-1% -$8.7K 0.04% 378
2025
Q1
$752K Sell
5,957
-51
-0.8% -$6.44K 0.04% 383
2024
Q4
$827K Sell
6,008
-2,096
-26% -$289K 0.04% 362
2024
Q3
$1.01M Buy
+8,104
New +$1.01M 0.05% 323