Wealth Enhancement Advisory Services
KCE icon

Wealth Enhancement Advisory Services’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

Wealth Enhancement Advisory Services’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
-1,981
Closed -$247K – 3042
2024
Q3 		$247K Buy
+1,981
New +$234K ﹤0.01% 2311

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 $7.29B AUM 16.22% 1-Year Est. Return

Wealth Enhancement Advisory Services's KCE Position: Q4 2024 in Review

Wealth Enhancement Advisory Services sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q4 2024, closing a stake of 1,981 shares — an estimated $247K sold.

Wealth Enhancement Advisory Services first reported a position in KCE in Q3 2024 and held it in 1 quarter. The position peaked at $247K in Q3 2024. 131 funds tracked by Wall St. Rank hold KCE as of Q4 2024.

  • Wealth Enhancement Advisory Services reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q4 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 1,981 State Street SPDR S&P Capital Markets ETF shares in Q4 2024, an estimated $247K.
  • Wealth Enhancement Advisory Services first reported a position in State Street SPDR S&P Capital Markets ETF in Q3 2024 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's State Street SPDR S&P Capital Markets ETF position peaked at $247K in Q3 2024.
  • 131 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q4 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2024, filed 10 Jan 2025.