Steward Partners Investment Advisory’s SPDR S&P Capital Markets ETF KCE Stock Holding History

Steward Partners Investment Advisory’s Portfolio KCE Stock Details KCE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$410K	Sell	2,832 -2,443	-46%	-$354K	﹤0.01%	1396
2025 Q1	$665K	Sell	5,275 -19	-0.4%	-$2.4K	0.01%	1090
2024 Q4	$729K	Buy	5,294 +3,928	+288%	+$541K	0.01%	988
2024 Q3	$171K	Buy	1,366 +799	+141%	+$99.8K	﹤0.01%	1606
2024 Q2	$62.5K	Sell	567 -83	-13%	-$9.16K	﹤0.01%	1994
2024 Q1	$71.9K	Buy	650 +3	+0.5%	+$332	﹤0.01%	1924
2023 Q4	$66K	Sell	647 -90	-12%	-$9.18K	﹤0.01%	1858
2023 Q3	$63.9K	Buy	737 +3	+0.4%	+$260	﹤0.01%	1790
2023 Q2	$62.3K	Buy	734 +4	+0.5%	+$339	﹤0.01%	1790
2023 Q1	$60.7K	Sell	730 -246	-25%	-$20.4K	﹤0.01%	1794
2022 Q4	$76.9K	Buy	976 +5	+0.5%	+$394	﹤0.01%	1659
2022 Q3	$69K	Buy	971 +5	+0.5%	+$355	﹤0.01%	1643
2022 Q2	$70K	Hold	966	–	–	﹤0.01%	1640
2022 Q1	$88K	Sell	966 -9	-0.9%	-$820	﹤0.01%	1657
2021 Q4	$101K	Buy	975 +6	+0.6%	+$622	﹤0.01%	1601
2021 Q3	$92K	Sell	969 -36	-4%	-$3.42K	﹤0.01%	1584
2021 Q2	$95K	Sell	1,005 -2	-0.2%	-$189	﹤0.01%	2353
2021 Q1	$85K	Sell	1,007 -21	-2%	-$1.77K	﹤0.01%	1704
2020 Q4	$77K	Sell	1,028 -9	-0.9%	-$674	﹤0.01%	1473
2020 Q3	$60K	Sell	1,037 -15	-1%	-$868	﹤0.01%	1419
2020 Q2	$59K	Sell	1,052 -517	-33%	-$29K	﹤0.01%	1347
2020 Q1	$71K	Sell	1,569 -123	-7%	-$5.57K	﹤0.01%	1132
2019 Q4	$100K	Sell	1,692 -11,365	-87%	-$672K	﹤0.01%	1138
2019 Q3	$714K	Buy	13,057 +47	+0.4%	+$2.57K	0.02%	497
2019 Q2	$721K	Sell	13,010 -81	-0.6%	-$4.49K	0.03%	461
2019 Q1	$696K	Buy	13,091 +64	+0.5%	+$3.4K	0.03%	434
2018 Q4	$622K	Buy	13,027 +238	+2%	+$11.4K	0.03%	433
2018 Q3	$720K	Buy	12,789 +907	+8%	+$51.1K	0.03%	425
2018 Q2	$690K	Buy	11,882 +2,201	+23%	+$128K	0.04%	390
2018 Q1	$564K	Buy	9,681 +4,954	+105%	+$289K	0.04%	393
2017 Q4	$273K	Buy	4,727 +2,628	+125%	+$152K	0.02%	464
2017 Q3	$109K	Buy	+2,099	New	+$109K	0.01%	530