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

WealthOne’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
2022 Q1	–	Sell	-3,809	Closed	-$395K	–	134
2021 Q4	$395K	Buy	+3,809	New	+$397K	0.14%	72

Other funds holding KCE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WealthOne's KCE Position: Q1 2022 in Review

WealthOne sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q1 2022, closing a stake of 3,809 shares — an estimated $395K sold.

WealthOne first reported a position in KCE in Q4 2021 and held it in 1 quarter. The position peaked at $395K in Q4 2021. 59 funds tracked by Wall St. Rank hold KCE as of Q1 2022.

WealthOne reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q1 2022 after selling out during the quarter.
WealthOne sold 3,809 State Street SPDR S&P Capital Markets ETF shares in Q1 2022, an estimated $395K.
WealthOne first reported a position in State Street SPDR S&P Capital Markets ETF in Q4 2021 and held it in 1 quarter.
WealthOne's State Street SPDR S&P Capital Markets ETF position peaked at $395K in Q4 2021.
59 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q1 2022.

Based on WealthOne's 13F filing for Q1 2022, filed 27 Apr 2022.