Raymond James Financial Services Advisors’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

Raymond James Financial Services Advisors’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
2024 Q3	$244K	Buy	1,953 +36	+2%	+$4.25K	﹤0.01%	3064
2024 Q2	$211K	Buy	+1,917	New	+$210K	﹤0.01%	3089
2024 Q1	–	Sell	-6,611	Closed	-$674K	–	3439
2023 Q4	$674K	Buy	+6,611	New	+$592K	﹤0.01%	2224
2019 Q3	–	Sell	-4,408	Closed	-$245K	–	2880
2019 Q2	$245K	Sell	4,408 -684	-13%	-$37.9K	﹤0.01%	2398
2019 Q1	$271K	Buy	+5,092	New	+$268K	﹤0.01%	2307
2018 Q4	–	Sell	-4,144	Closed	-$233K	–	2696
2018 Q3	$233K	Buy	+4,144	New	+$242K	﹤0.01%	2435
2017 Q4	–	Sell	-4,008	Closed	-$210K	–	2622
2017 Q3	$210K	Buy	+4,008	New	+$200K	﹤0.01%	2255

Other funds holding KCE

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

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

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

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Raymond James Financial Services Advisors's KCE Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its State Street SPDR S&P Capital Markets ETF (KCE) stake by 1.9% in Q3 2024, buying an estimated $4.25K and bringing the position to 1,953 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #3064.

Raymond James Financial Services Advisors first reported a position in KCE in Q3 2017 and has held it in 7 quarters since. The position peaked at $674K in Q4 2023. 104 funds tracked by Wall St. Rank hold KCE as of Q3 2024.

Raymond James Financial Services Advisors held 1,953 shares of State Street SPDR S&P Capital Markets ETF worth $244K as of Q3 2024.
Raymond James Financial Services Advisors bought 36 State Street SPDR S&P Capital Markets ETF shares in Q3 2024, an estimated $4.25K.
State Street SPDR S&P Capital Markets ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #3064 holding.
Raymond James Financial Services Advisors first reported a position in State Street SPDR S&P Capital Markets ETF in Q3 2017 and has held it in 7 quarters since.
Raymond James Financial Services Advisors's State Street SPDR S&P Capital Markets ETF position peaked at $674K in Q4 2023.
104 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.