Question 1

How many shares of KCE does Steward Partners Investment Advisory, LLC own?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 2,526 shares of KCE (SPDR S&P CAPITAL MARKETS ETF).

Question 2

What is Steward Partners Investment Advisory, LLC's KCE position worth?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's KCE position is worth $371,972.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling KCE?

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC increased their KCE position (+2.7% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy KCE?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in KCE in 2019-Q1. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	2,526	+2.7%	$371,972	0.0%	$147.24	24
2026-Q1	Decreased	2,459	-12.8%	$338,334	0.0%	$145.11	0
2025-Q4	Increased	2,820	+0.1%	$422,852	0.0%	$151.48	24
2025-Q3	Decreased	2,818	-0.5%	$430,748	0.0%	$153.55	0
2025-Q2	Decreased	2,832	-46.3%	$410,388	0.0%	$143.17	0
2025-Q1	Decreased	5,275	-0.4%	$665,488	0.0%	$124.13	0
2024-Q4	Increased	5,294	+287.6%	$729,036	0.0%	$135.51	40
2024-Q3	Increased	1,366	+140.9%	$170,644	0.0%	$122.63	36
2024-Q2	Decreased	567	-12.8%	$62,540	0.0%	$107.52	0
2024-Q1	Increased	650	+0.5%	$71,911	0.0%	$107.27	21
2023-Q4	Decreased	647	-12.2%	$66,022	0.0%	$98.43	0
2023-Q3	Increased	737	+0.4%	$63,922	0.0%	$83.22	21
2023-Q2	Increased	734	+0.6%	$62,290	0.0%	$80.86	21
2023-Q1	Decreased	730	-25.2%	$60,658	0.0%	$77.47	0
2022-Q4	Increased	976	+0.5%	$76,941	0.0%	$74.55	21
2022-Q3	Increased	971	+0.5%	$69,000	0.0%	$67.72	21
2022-Q2	Unchanged	966	0.0%	$70,000	0.0%	$69.11	0
2022-Q1	Decreased	966	-0.9%	$88,000	0.0%	$86.01	0
2021-Q4	Increased	975	+0.6%	$101,000	0.0%	$95.93	22
2021-Q3	Decreased	969	-3.6%	$92,000	0.0%	$88.54	0
2021-Q2	Decreased	1,005	-50.1%	$95,000	0.0%	$86.00	0
2021-Q1	Increased	2,014	+95.9%	$85.1M	0.0%	$76.43	48
2020-Q4	Decreased	1,028	-0.9%	$77,000	0.0%	$67.77	0
2020-Q3	Decreased	1,037	-1.4%	$60,000	0.0%	$51.77	0
2020-Q2	Decreased	1,052	-33.0%	$59,000	0.0%	$49.31	0
2020-Q1	Decreased	1,569	-7.3%	$71,000	0.0%	$41.39	0
2019-Q4	Decreased	1,692	-87.0%	$100,000	0.0%	$52.58	0
2019-Q3	Increased	13,057	+0.4%	$714,000	0.0%	$48.15	25
2019-Q2	Decreased	13,010	-0.6%	$721,000	0.0%	$48.57	0
2019-Q1	New	13,091	-	$696,000	0.0%	$46.32	34

KCE30 quarters

KCE
30 quarters