Accel Wealth Management’s SPDR S&P Capital Markets ETF KCE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.94M | Buy |
13,408
+1,314
| +11% | +$190K | 0.65% | 41 |
|
2025
Q1 | $1.53M | Buy |
12,094
+1,069
| +10% | +$135K | 0.55% | 49 |
|
2024
Q4 | $1.52M | Buy |
11,025
+354
| +3% | +$48.7K | 0.58% | 48 |
|
2024
Q3 | $1.33M | Buy |
10,671
+125
| +1% | +$15.6K | 0.5% | 56 |
|
2024
Q2 | $1.16M | Sell |
10,546
-87
| -0.8% | -$9.6K | 0.47% | 57 |
|
2024
Q1 | $1.18M | Buy |
10,633
+144
| +1% | +$15.9K | 0.5% | 53 |
|
2023
Q4 | $1.07M | Sell |
10,489
-96
| -0.9% | -$9.79K | 0.54% | 50 |
|
2023
Q3 | $918K | Buy |
10,585
+294
| +3% | +$25.5K | 0.51% | 58 |
|
2023
Q2 | $874K | Buy |
10,291
+262
| +3% | +$22.2K | 0.48% | 62 |
|
2023
Q1 | $833K | Sell |
10,029
-691
| -6% | -$57.4K | 0.34% | 74 |
|
2022
Q4 | $845K | Sell |
10,720
-532
| -5% | -$41.9K | 0.4% | 60 |
|
2022
Q3 | $865K | Buy |
11,252
+84
| +0.8% | +$6.46K | 0.46% | 59 |
|
2022
Q2 | $831K | Sell |
11,168
-261
| -2% | -$19.4K | 0.48% | 53 |
|
2022
Q1 | $1.05M | Sell |
11,429
-28
| -0.2% | -$2.57K | 0.54% | 49 |
|
2021
Q4 | $1.19M | Buy |
11,457
+1,530
| +15% | +$159K | 0.58% | 50 |
|
2021
Q3 | $947K | Buy |
9,927
+1,194
| +14% | +$114K | 0.61% | 45 |
|
2021
Q2 | $821K | Buy |
+8,733
| New | +$821K | 0.54% | 43 |
|