Migdal Insurance & Financial Holdings’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

Migdal Insurance & Financial Holdings’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
2023 Q3	–	Sell	-68	Closed	-$6K	–	513
2023 Q2	$6K	Hold	68	–	–	﹤0.01%	426
2023 Q1	$6K	Hold	68	–	–	﹤0.01%	477
2022 Q4	$5K	Sell	68 -29	-30%	-$2.31K	﹤0.01%	482
2022 Q3	$7K	Hold	97	–	–	﹤0.01%	449
2022 Q2	$7K	Hold	97	–	–	﹤0.01%	539
2022 Q1	$9K	Buy	+97	New	+$9.11K	﹤0.01%	554

Other funds holding KCE

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ACP

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

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

ZIMP

Zimmermann Investment Management & Planning New Cumberland, Pennsylvania $2.27M AUM 29.81% 1-Year Est. Return

Migdal Insurance & Financial Holdings's KCE Position: Q3 2023 in Review

Migdal Insurance & Financial Holdings sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q3 2023, closing a stake of 68 shares — an estimated $6K sold.

Migdal Insurance & Financial Holdings first reported a position in KCE in Q1 2022 and held it in 6 quarters. The position peaked at $9K in Q1 2022. 61 funds tracked by Wall St. Rank hold KCE as of Q3 2023.

Migdal Insurance & Financial Holdings reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q3 2023 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 68 State Street SPDR S&P Capital Markets ETF shares in Q3 2023, an estimated $6K.
Migdal Insurance & Financial Holdings first reported a position in State Street SPDR S&P Capital Markets ETF in Q1 2022 and held it in 6 quarters.
Migdal Insurance & Financial Holdings's State Street SPDR S&P Capital Markets ETF position peaked at $9K in Q1 2022.
61 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q3 2023.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2023, filed 25 Oct 2023.