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

Valeo Financial Advisors’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 Q2	–	Sell	-46	Closed	-$4K	–	1194
2021 Q1	$4K	Hold	46	–	–	﹤0.01%	1627
2020 Q4	$3K	Hold	46	–	–	﹤0.01%	1469
2020 Q3	$3K	Hold	46	–	–	﹤0.01%	1350
2020 Q2	$3K	Hold	46	–	–	﹤0.01%	1676
2020 Q1	$2K	Hold	46	–	–	﹤0.01%	1540
2019 Q4	$3K	Hold	46	–	–	﹤0.01%	1396
2019 Q3	$3K	Hold	46	–	–	﹤0.01%	1323
2019 Q2	$3K	Hold	46	–	–	﹤0.01%	1336
2019 Q1	$2K	Hold	46	–	–	﹤0.01%	1364
2018 Q4	$2K	Hold	46	–	–	﹤0.01%	1287
2018 Q3	$2K	Hold	46	–	–	﹤0.01%	1477
2018 Q2	$3K	Hold	46	–	–	﹤0.01%	1258
2018 Q1	$3K	Buy	+46	New	+$2.74K	﹤0.01%	1259

Other funds holding KCE

Morgan Stanley New York $1.66T AUM 25.57% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FEM

Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Valeo Financial Advisors's KCE Position: Q2 2021 in Review

Valeo Financial Advisors sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q2 2021, closing a stake of 46 shares — an estimated $4K sold.

Valeo Financial Advisors first reported a position in KCE in Q1 2018 and held it in 13 quarters. The position peaked at $4K in Q1 2021. 50 funds tracked by Wall St. Rank hold KCE as of Q2 2021.

Valeo Financial Advisors reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 46 State Street SPDR S&P Capital Markets ETF shares in Q2 2021, an estimated $4K.
Valeo Financial Advisors first reported a position in State Street SPDR S&P Capital Markets ETF in Q1 2018 and held it in 13 quarters.
Valeo Financial Advisors's State Street SPDR S&P Capital Markets ETF position peaked at $4K in Q1 2021.
50 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.