KCE — SPDR SER TR

Ownership history in Advisory Services Network, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in SPDR SER TR (KCE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2024 Q4)
Avg. % of fund
0.0%
First filed
2023 Q1
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 844 -3,298 -79.6% 0.00% $129K $152.11
2025 Q1 REDUCED 4,142 -54 -1.3% 0.01% $523K $124.59
2024 Q4 ADDED 4,196 +3,852 +1119.8% 0.01% $578K $135.36
2023 Q4 UNCHANGED 344 — 0% 0.00% $35K $98.43
2023 Q1 INITIATED 344 — — 0.00% $29K $78.98
% of Fund (quarterly)    KCE price (monthly, adj. close)

Other funds also holding KCE

As of 2025 Q4 — sorted by position size

360 Financial, Inc. 3Y 5.2% Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 3Y 7Y 1.4% Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 3Y 7Y 1.35% Accel Wealth Management 3Y 0.98% Royal Fund Management, LLC 3Y 0.72% WESPAC Advisors SoCal, LLC 3Y 7Y 0.61% Worthington Financial Partners, LLC 0.51% MEITAV INVESTMENT HOUSE LTD 3Y 7Y 0.5% NOTTINGHAM ADVISORS, INC. 3Y 7Y 0.42% Global Financial Private Client, LLC 0.4%
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