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

Stratos Wealth Partners’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	–	Sell	-3,973	Closed	-$438K	–	1489
2024 Q2	$438K	Buy	+3,973	New	+$435K	0.01%	954
2024 Q1	–	Sell	-2,714	Closed	-$277K	–	1431
2023 Q4	$277K	Sell	2,714 -2,312	-46%	-$207K	0.01%	1120
2023 Q3	$436K	Buy	+5,026	New	+$447K	0.01%	870
2018 Q4	–	Sell	-320	Closed	-$18K	–	1706
2018 Q3	$18K	Buy	+320	New	+$18.7K	﹤0.01%	1929
2018 Q2	–	Sell	-263	Closed	-$15K	–	1828
2018 Q1	$15K	Sell	263 -37	-12%	-$2.2K	﹤0.01%	2131
2017 Q4	$17K	Buy	+300	New	+$16.5K	﹤0.01%	1968

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

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

Stratos Wealth Partners's KCE Position: Q3 2024 in Review

Stratos Wealth Partners sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q3 2024, closing a stake of 3,973 shares — an estimated $438K sold.

Stratos Wealth Partners first reported a position in KCE in Q4 2017 and held it in 6 quarters. The position peaked at $438K in Q2 2024. 104 funds tracked by Wall St. Rank hold KCE as of Q3 2024.

Stratos Wealth Partners reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q3 2024 after selling out during the quarter.
Stratos Wealth Partners sold 3,973 State Street SPDR S&P Capital Markets ETF shares in Q3 2024, an estimated $438K.
Stratos Wealth Partners first reported a position in State Street SPDR S&P Capital Markets ETF in Q4 2017 and held it in 6 quarters.
Stratos Wealth Partners's State Street SPDR S&P Capital Markets ETF position peaked at $438K in Q2 2024.
104 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q3 2024.

Based on Stratos Wealth Partners's 13F filing for Q3 2024, filed 17 Oct 2024.