Nauset Wealth Management’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

Nauset Wealth Management’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
2022 Q1	$18K	Buy	+200	New	+$18.8K	0.01%	180

Other funds holding KCE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Nauset Wealth Management's KCE Position: Q1 2022 in Review

Nauset Wealth Management opened a new position in State Street SPDR S&P Capital Markets ETF (KCE) in Q1 2022: 200 shares worth $18K. The stake represents 0.01% of the portfolio and ranks #180 among its holdings.

59 funds tracked by Wall St. Rank hold KCE as of Q1 2022.

Nauset Wealth Management held 200 shares of State Street SPDR S&P Capital Markets ETF worth $18K as of Q1 2022.
State Street SPDR S&P Capital Markets ETF was a new Nauset Wealth Management position in Q1 2022.
State Street SPDR S&P Capital Markets ETF made up 0.01% of Nauset Wealth Management's portfolio in Q1 2022, its #180 holding.
59 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.