Wealthpoint, LLC Spdr S&P Capital Markets ETF Transaction History

Wealthpoint, LLC

$247 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 27, 2022	SELL	$84.12 - $104.62 $320,413 - $398,497	-3,809 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$95.6 - $110.05 $364,140 - $419,180	3,809 New	3,809 $395,000

Others Institutions Holding KCE

# of Institutions

135

Shares Held

2.83M

Call Options Held

9.8K

Put Options Held

3.2K

Bank Of America Corp Charlotte, NC

637K
Shares

$79.2 Million
0.01% of portfolio
Meitav Dash Investments LTD

264K
Shares

$32.8 Million
0.64% of portfolio
Morgan Stanley New York, NY

254K
Shares

$31.6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

180K
Shares

$22.4 Million
0.01% of portfolio
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD

138K
Shares

$17.2 Million
1.57% of portfolio

About SPDR S&P CAPITAL MARKETS ETF

Ticker KCE
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