Accel Wealth Management
KCE icon

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
Q3 		$4.52M Buy
29,297
+1,499
+5% +$243K 0.97% 27
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% -$9.5K 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

Royal Fund Management
Royal Fund Management Lady Lake, Florida $1.26B AUM 23.83% 1-Year Est. Return
TM
TigerOak Management Albuquerque, New Mexico $382M AUM 25.14% 1-Year Est. Return
WESPAC Advisors SoCal
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Global Financial Private Client
Global Financial Private Client Sarasota, Florida $362M AUM 25.34% 1-Year Est. Return
Worthington Financial Partners
Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return
HF Advisory Group
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
Indivisible Partners
Indivisible Partners Clearwater, Florida $2.18B AUM 33.61% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
NBC Securities
NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

Accel Wealth Management's KCE Position: Q3 2026 in Review

Accel Wealth Management increased its State Street SPDR S&P Capital Markets ETF (KCE) stake by 5.4% in Q3 2026, buying an estimated $243K and bringing the position to 29,297 shares worth $4.52M. The position accounts for 0.97% of the portfolio, ranked #27.

Accel Wealth Management first reported a position in KCE in Q2 2021 and has held it in 22 quarters since. 17 funds tracked by Wall St. Rank hold KCE as of Q3 2026.

  • Accel Wealth Management held 29,297 shares of State Street SPDR S&P Capital Markets ETF worth $4.52M as of Q3 2026.
  • Accel Wealth Management bought 1,499 State Street SPDR S&P Capital Markets ETF shares in Q3 2026, an estimated $243K.
  • State Street SPDR S&P Capital Markets ETF made up 0.97% of Accel Wealth Management's portfolio in Q3 2026, its #27 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 22 quarters since.
  • 17 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.