Next Financial Group’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

Next Financial Group’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
2021 Q4	$30K	Buy	288 +4	+1%	+$417	﹤0.01%	1719
2021 Q3	$27K	Hold	284	–	–	﹤0.01%	1680
2021 Q2	$27K	Hold	284	–	–	﹤0.01%	1639
2021 Q1	$24K	Buy	+284	New	+$23K	﹤0.01%	1574

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

Next Financial Group's KCE Position: Q4 2021 in Review

Next Financial Group increased its State Street SPDR S&P Capital Markets ETF (KCE) stake by 1.4% in Q4 2021, buying an estimated $417 and bringing the position to 288 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #1719.

Next Financial Group first reported a position in KCE in Q1 2021 and has held it in 4 quarters since. 70 funds tracked by Wall St. Rank hold KCE as of Q4 2021.

Next Financial Group held 288 shares of State Street SPDR S&P Capital Markets ETF worth $30K as of Q4 2021.
Next Financial Group bought 4 State Street SPDR S&P Capital Markets ETF shares in Q4 2021, an estimated $417.
State Street SPDR S&P Capital Markets ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1719 holding.
Next Financial Group first reported a position in State Street SPDR S&P Capital Markets ETF in Q1 2021 and has held it in 4 quarters since.
70 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.