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

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