Telemus Capital’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

Telemus Capital’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
2023 Q4	$200K	Buy	+1,962	New	+$176K	0.02%	315
2023 Q1	–	Sell	-3,172	Closed	-$260K	–	334
2022 Q4	$260K	Buy	+3,172	New	+$252K	0.02%	288
2022 Q3	–	Sell	-11,562	Closed	-$843K	–	331
2022 Q2	$843K	Buy	+11,562	New	+$926K	0.08%	191

Other funds holding KCE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

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

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

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

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

ZIMP

Zimmermann Investment Management & Planning New Cumberland, Pennsylvania $2.27M AUM 29.81% 1-Year Est. Return

ACP

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

Telemus Capital's KCE Position: Q4 2023 in Review

Telemus Capital opened a new position in State Street SPDR S&P Capital Markets ETF (KCE) in Q4 2023: 1,962 shares worth $200K. The stake represents 0.02% of the portfolio and ranks #315 among its holdings. This is a return to the name: Telemus Capital previously reported a position in KCE as recently as Q4 2022.

Telemus Capital first reported a position in KCE in Q2 2022 and has held it in 3 quarters since. The position peaked at $843K in Q2 2022. 82 funds tracked by Wall St. Rank hold KCE as of Q4 2023.

Telemus Capital held 1,962 shares of State Street SPDR S&P Capital Markets ETF worth $200K as of Q4 2023.
State Street SPDR S&P Capital Markets ETF was a new Telemus Capital position in Q4 2023.
State Street SPDR S&P Capital Markets ETF made up 0.02% of Telemus Capital's portfolio in Q4 2023, its #315 holding.
Telemus Capital first reported a position in State Street SPDR S&P Capital Markets ETF in Q2 2022 and has held it in 3 quarters since.
Telemus Capital's State Street SPDR S&P Capital Markets ETF position peaked at $843K in Q2 2022.
82 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q4 2023.

Based on Telemus Capital's 13F filing for Q4 2023, filed 1 Feb 2024.