Accel Wealth Management’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

Accel Wealth Management’s Portfolio KCE Stock Details KCE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.09M	Buy	27,798 +2,035	+8%	+$306K	0.92%	31
2026 Q1	$3.54M	Buy	25,763 +1,798	+8%	+$265K	0.92%	26
2025 Q4	$3.59M	Buy	23,965 +3,245	+16%	+$481K	0.98%	25
2025 Q3	$3.17M	Buy	20,720 +7,312	+55%	+$1.12M	0.92%	27
2025 Q2	$1.94M	Buy	13,408 +1,314	+11%	+$171K	0.65%	41
2025 Q1	$1.53M	Buy	12,094 +1,069	+10%	+$146K	0.55%	49
2024 Q4	$1.52M	Buy	11,025 +354	+3%	+$49K	0.58%	48
2024 Q3	$1.33M	Buy	10,671 +125	+1%	+$14.8K	0.5%	56
2024 Q2	$1.16M	Sell	10,546 -87	-0.8%	-$9.52K	0.47%	57
2024 Q1	$1.18M	Buy	10,633 +144	+1%	+$14.9K	0.5%	53
2023 Q4	$1.07M	Sell	10,489 -96	-0.9%	-$8.6K	0.54%	50
2023 Q3	$918K	Buy	10,585 +294	+3%	+$26.1K	0.51%	58
2023 Q2	$874K	Buy	10,291 +262	+3%	+$21.4K	0.48%	62
2023 Q1	$833K	Sell	10,029 -691	-6%	-$59.4K	0.34%	74
2022 Q4	$845K	Sell	10,720 -532	-5%	-$42.3K	0.4%	60
2022 Q3	$865K	Buy	11,252 +84	+0.8%	+$6.68K	0.46%	59
2022 Q2	$831K	Sell	11,168 -261	-2%	-$20.9K	0.48%	53
2022 Q1	$1.05M	Sell	11,429 -28	-0.2%	-$2.63K	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%	+$115K	0.61%	45
2021 Q2	$821K	Buy	+8,733	New	+$793K	0.54%	43

Other funds holding KCE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

KHLMTHM

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $809M AUM 25.2% 1-Year Est. Return

Accel Wealth Management's KCE Position: Q2 2026 in Review

Accel Wealth Management increased its State Street SPDR S&P Capital Markets ETF (KCE) stake by 7.9% in Q2 2026, buying an estimated $306K and bringing the position to 27,798 shares worth $4.09M. The position accounts for 0.92% of the portfolio, ranked #31.

Accel Wealth Management first reported a position in KCE in Q2 2021 and has held it in 21 quarters since. 99 funds tracked by Wall St. Rank hold KCE as of Q2 2026.

Accel Wealth Management held 27,798 shares of State Street SPDR S&P Capital Markets ETF worth $4.09M as of Q2 2026.
Accel Wealth Management bought 2,035 State Street SPDR S&P Capital Markets ETF shares in Q2 2026, an estimated $306K.
State Street SPDR S&P Capital Markets ETF made up 0.92% of Accel Wealth Management's portfolio in Q2 2026, its #31 holding.
Accel Wealth Management first reported a position in State Street SPDR S&P Capital Markets ETF in Q2 2021 and has held it in 21 quarters since.
99 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.