Accel Wealth Management Spdr S&P Capital Markets ETF Transaction History

Accel Wealth Management

$257 Million
Q4 2024

A detailed history of Accel Wealth Management transactions in Spdr S&P Capital Markets ETF stock. As of the latest transaction made, Accel Wealth Management holds 11,025 shares of KCE stock, worth $1.61 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

11,025

Previous 10,671 3.32%

Holding current value

$1.61 Million

Previous $1.33 Million 13.96%

% of portfolio

0.59%

Previous 0.51%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$124.2 - $148.51 $43,966 - $52,572	354 Added 3.32%	11,025 $1.52 Million
Q3 2024 Oct 15, 2024	BUY	$110.03 - $126.01 $13,753 - $15,751	125 Added 1.19%	10,671 $1.33 Million
Q2 2024 Jul 12, 2024	SELL	$104.34 - $113.53 $9,077 - $9,877	-87 Reduced 0.82%	10,546 $1.16 Million
Q1 2024 Apr 19, 2024	BUY	$98.42 - $110.55 $14,172 - $15,919	144 Added 1.37%	10,633 $1.18 Million
Q4 2023 Jan 18, 2024	SELL	$80.3 - $102.81 $7,708 - $9,869	-96 Reduced 0.91%	10,489 $1.07 Million
Q3 2023 Oct 19, 2023	BUY	$83.5 - $92.72 $24,549 - $27,259	294 Added 2.86%	10,585 $918,000
Q2 2023 Jul 24, 2023	BUY	$76.39 - $86.21 $20,014 - $22,587	262 Added 2.61%	10,291 $873,000
Q1 2023 Apr 20, 2023	SELL	$78.77 - $92.85 $54,430 - $64,159	-691 Reduced 6.45%	10,029 $833,000
Q4 2022 Jan 26, 2023	SELL	$71.56 - $86.26 $38,069 - $45,890	-532 Reduced 4.73%	10,720 $0
Q3 2022 Oct 12, 2022	BUY	$71.57 - $87.94 $6,011 - $7,386	84 Added 0.75%	11,252 $865,000
Q2 2022 Aug 03, 2022	SELL	$71.31 - $91.77 $18,611 - $23,951	-261 Reduced 2.28%	11,168 $831,000
Q1 2022 Apr 29, 2022	SELL	$84.12 - $104.62 $2,355 - $2,929	-28 Reduced 0.24%	11,429 $1.05 Million
Q4 2021 Jan 18, 2022	BUY	$95.6 - $110.05 $146,268 - $168,376	1,530 Added 15.41%	11,457 $1.19 Million
Q3 2021 Nov 04, 2021	BUY	$89.91 - $100.37 $107,352 - $119,841	1,194 Added 13.67%	9,927 $947,000
Q2 2021 Aug 03, 2021	BUY	$86.23 - $94.58 $753,046 - $825,967	8,733 New	8,733 $821,000

Others Institutions Holding KCE

# of Institutions

122

Shares Held

3.17M

Call Options Held

5.3K

Put Options Held

View Full List

About SPDR S&P CAPITAL MARKETS ETF

Ticker KCE
Sector ETFs
Industry ETFs

More about KCE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Accel Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Accel Wealth Management with notifications on news.

Account

Accel Wealth Management Spdr S&P Capital Markets ETF Transaction History