Kestra Private Wealth Services’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-6,157
Closed -$638K 1030
2021
Q4
$638K Sell
6,157
-4,962
-45% -$517K 0.03% 514
2021
Q3
$1.06M Buy
11,119
+334
+3% +$32.2K 0.06% 331
2021
Q2
$1.01M Buy
10,785
+6,534
+154% +$593K 0.06% 324
2021
Q1
$359K Buy
+4,251
New +$344K 0.03% 545

Other funds holding KCE

Kestra Private Wealth Services's KCE Position: Q1 2022 in Review

Kestra Private Wealth Services sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q1 2022, closing a stake of 6,157 shares — an estimated $638K sold.

Kestra Private Wealth Services first reported a position in KCE in Q1 2021 and held it in 4 quarters. The position peaked at $1.06M in Q3 2021. 59 funds tracked by Wall St. Rank hold KCE as of Q1 2022.

  • Kestra Private Wealth Services reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q1 2022 after selling out during the quarter.
  • Kestra Private Wealth Services sold 6,157 State Street SPDR S&P Capital Markets ETF shares in Q1 2022, an estimated $638K.
  • Kestra Private Wealth Services first reported a position in State Street SPDR S&P Capital Markets ETF in Q1 2021 and held it in 4 quarters.
  • Kestra Private Wealth Services's State Street SPDR S&P Capital Markets ETF position peaked at $1.06M in Q3 2021.
  • 59 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q1 2022.

Based on Kestra Private Wealth Services's 13F filing for Q1 2022, filed 26 May 2022.