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

Sterling Manor Financial’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 		– Sell
-54,056
Closed -$5.16M – 91
2021
Q3 		$5.16M Buy
+54,056
New +$5.21M 4.3% 7

Other funds holding KCE

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Citadel Advisors
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

Sterling Manor Financial's KCE Position: Q4 2021 in Review

Sterling Manor Financial sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q4 2021, closing a stake of 54,056 shares — an estimated $5.16M sold.

Sterling Manor Financial first reported a position in KCE in Q3 2021 and held it in 1 quarter. The position peaked at $5.16M in Q3 2021. 70 funds tracked by Wall St. Rank hold KCE as of Q4 2021.

  • Sterling Manor Financial reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q4 2021 after selling out during the quarter.
  • Sterling Manor Financial sold 54,056 State Street SPDR S&P Capital Markets ETF shares in Q4 2021, an estimated $5.16M.
  • Sterling Manor Financial first reported a position in State Street SPDR S&P Capital Markets ETF in Q3 2021 and held it in 1 quarter.
  • Sterling Manor Financial's State Street SPDR S&P Capital Markets ETF position peaked at $5.16M in Q3 2021.
  • 70 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q4 2021.

Based on Sterling Manor Financial's 13F filing for Q4 2021, filed 21 Jan 2022.