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

Virtue Capital Management’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 Q1	–	Sell	-2,566	Closed	-$202K	–	415
2022 Q4	$202K	Buy	+2,566	New	+$204K	0.03%	359
2022 Q2	–	Sell	-2,260	Closed	-$206K	–	350
2022 Q1	$206K	Buy	+2,260	New	+$212K	0.03%	382

Other funds holding KCE

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

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

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

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

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

MCC

Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

Virtue Capital Management's KCE Position: Q1 2023 in Review

Virtue Capital Management sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q1 2023, closing a stake of 2,566 shares — an estimated $202K sold.

Virtue Capital Management first reported a position in KCE in Q1 2022 and held it in 2 quarters. The position peaked at $206K in Q1 2022. 47 funds tracked by Wall St. Rank hold KCE as of Q1 2023.

Virtue Capital Management reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q1 2023 after selling out during the quarter.
Virtue Capital Management sold 2,566 State Street SPDR S&P Capital Markets ETF shares in Q1 2023, an estimated $202K.
Virtue Capital Management first reported a position in State Street SPDR S&P Capital Markets ETF in Q1 2022 and held it in 2 quarters.
Virtue Capital Management's State Street SPDR S&P Capital Markets ETF position peaked at $206K in Q1 2022.
47 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q1 2023.

Based on Virtue Capital Management's 13F filing for Q1 2023, filed 11 May 2023.