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