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United Asset Strategies’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

United Asset Strategies’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
Q4 		– Sell
-1,866
Closed -$233K – 239
2024
Q3 		$233K Sell
1,866
-4,323
-70% -$511K 0.02% 221
2024
Q2 		$683K Buy
+6,189
New +$677K 0.07% 162

Other funds holding KCE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
3F
360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

United Asset Strategies's KCE Position: Q4 2024 in Review

United Asset Strategies sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q4 2024, closing a stake of 1,866 shares — an estimated $233K sold.

United Asset Strategies first reported a position in KCE in Q2 2024 and held it in 2 quarters. The position peaked at $683K in Q2 2024. 131 funds tracked by Wall St. Rank hold KCE as of Q4 2024.

  • United Asset Strategies reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q4 2024 after selling out during the quarter.
  • United Asset Strategies sold 1,866 State Street SPDR S&P Capital Markets ETF shares in Q4 2024, an estimated $233K.
  • United Asset Strategies first reported a position in State Street SPDR S&P Capital Markets ETF in Q2 2024 and held it in 2 quarters.
  • United Asset Strategies's State Street SPDR S&P Capital Markets ETF position peaked at $683K in Q2 2024.
  • 131 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q4 2024.

Based on United Asset Strategies's 13F filing for Q4 2024, filed 22 Jan 2025.