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Independent Advisor Alliance’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

Independent Advisor Alliance’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
2025
Q1 		– Sell
-4,099
Closed -$564K – 1132
2024
Q4 		$564K Buy
+4,099
New +$567K 0.01% 923

Other funds holding KCE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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
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
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

Independent Advisor Alliance's KCE Position: Q1 2025 in Review

Independent Advisor Alliance sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q1 2025, closing a stake of 4,099 shares — an estimated $564K sold.

Independent Advisor Alliance first reported a position in KCE in Q4 2024 and held it in 1 quarter. The position peaked at $564K in Q4 2024. 124 funds tracked by Wall St. Rank hold KCE as of Q1 2025.

  • Independent Advisor Alliance reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q1 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 4,099 State Street SPDR S&P Capital Markets ETF shares in Q1 2025, an estimated $564K.
  • Independent Advisor Alliance first reported a position in State Street SPDR S&P Capital Markets ETF in Q4 2024 and held it in 1 quarter.
  • Independent Advisor Alliance's State Street SPDR S&P Capital Markets ETF position peaked at $564K in Q4 2024.
  • 124 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q1 2025.

Based on Independent Advisor Alliance's 13F filing for Q1 2025, filed 12 May 2025.