Ladenburg Thalmann Financial Services’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$77K	Sell	10,607 -18,454	-64%	-$1.05M	﹤0.01%	3214
2019 Q3	$1.59M	Buy	29,061 +28,200	+3,275%	+$1.56M	0.01%	931
2019 Q2	$48K	Sell	861 -47	-5%	-$2.6K	﹤0.01%	3497
2019 Q1	$48K	Sell	908 -146	-14%	-$7.67K	﹤0.01%	3426
2018 Q4	$50K	Sell	1,054 -206	-16%	-$10.7K	﹤0.01%	3246
2018 Q3	$71K	Buy	1,260 +197	+19%	+$11.5K	﹤0.01%	3088
2018 Q2	$62K	Hold	1,063	–	–	﹤0.01%	3116
2018 Q1	$62K	Sell	1,063 -275	-21%	-$16.4K	﹤0.01%	3116
2017 Q4	$77K	Buy	1,338 +247	+23%	+$13.6K	﹤0.01%	2909
2017 Q3	$57K	Sell	1,091 -35	-3%	-$1.75K	﹤0.01%	2992
2017 Q2	$56K	Sell	1,126 -126	-10%	-$5.94K	﹤0.01%	2943
2017 Q1	$59K	Buy	1,252 +17	+1%	+$795	﹤0.01%	2796
2016 Q4	$56K	Buy	1,235 +84	+7%	+$3.59K	﹤0.01%	2766
2016 Q3	$47K	Buy	1,151 +631	+121%	+$25K	﹤0.01%	2824
2016 Q2	$19K	Buy	520 +267	+106%	+$10.4K	﹤0.01%	3371
2016 Q1	$10K	Buy	253 +82	+48%	+$3.04K	﹤0.01%	3703
2015 Q4	$7K	Buy	171 +1	+0.6%	+$44	﹤0.01%	3883
2015 Q3	$7K	Buy	170 +1	+0.6%	+$47	﹤0.01%	3745
2015 Q2	$9K	Buy	169 +1	+0.6%	+$51	﹤0.01%	3748
2015 Q1	$8K	Buy	168 +1	+0.6%	+$49	﹤0.01%	3760
2014 Q4	$8K	Buy	167 +1	+0.6%	+$49	﹤0.01%	3521
2014 Q3	$8K	Hold	166	–	–	﹤0.01%	3218
2014 Q2	$8K	Buy	166 +1	+0.6%	+$47	﹤0.01%	3184
2014 Q1	$8K	Buy	165 +1	+0.6%	+$49	﹤0.01%	3069
2013 Q4	$8K	Hold	164	–	–	﹤0.01%	3052
2013 Q3	$7K	Buy	164 +2	+1%	+$85	﹤0.01%	3031
2013 Q2	$6K	Buy	+162	New	+$6.47K	﹤0.01%	2967

Other funds holding KCE

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ladenburg Thalmann Financial Services's KCE Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its State Street SPDR S&P Capital Markets ETF (KCE) stake by 64% in Q4 2019, selling an estimated $1.05M and leaving 10,607 shares worth $77K. The position accounts for ﹤0.01% of the portfolio, ranked #3214.

Ladenburg Thalmann Financial Services first reported a position in KCE in Q2 2013 and has held it in 27 quarters since. The position peaked at $1.59M in Q3 2019. 26 funds tracked by Wall St. Rank hold KCE as of Q4 2019.

Ladenburg Thalmann Financial Services held 10,607 shares of State Street SPDR S&P Capital Markets ETF worth $77K as of Q4 2019.
Ladenburg Thalmann Financial Services sold 18,454 State Street SPDR S&P Capital Markets ETF shares in Q4 2019, an estimated $1.05M.
State Street SPDR S&P Capital Markets ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3214 holding.
Ladenburg Thalmann Financial Services first reported a position in State Street SPDR S&P Capital Markets ETF in Q2 2013 and has held it in 27 quarters since.
Ladenburg Thalmann Financial Services's State Street SPDR S&P Capital Markets ETF position peaked at $1.59M in Q3 2019.
26 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.