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SPDR KBW Capital Markets shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of SPDR KBW Capital Markets (KCE) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in SPDR KBW Capital Markets

Tip: Access up to 7 years of quarterly data

All positions including SPDR KBW Capital Markets held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR KBW Capital Markets by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-03-31 $532k 4.2k 126.17
2024-09-30 $421k 3.4k 124.88
2024-06-30 $210k 1.9k 110.29

More positions owned by Atria Wealth Solutions

Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Total Usd (IUSB)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Atria Wealth Solutions

Top funds holding SPDR KBW Capital Markets

Meitav Dash Investments
LPL Financial
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Presper Financial Architects
360 Financial
UBS Group
Royal Fund Management
Grimes & Company
Fisher Investments
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Horizon Wealth Management
Baker Avenue Asset Management
TigerOak Management
Provident Co of the Employees of the Hebrew University
PFG Financial Advisors

View all funds holding SPDR KBW Capital Markets