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

Aspen Wealth Strategies’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
2025 Q4	–	Sell	-14,107	Closed	-$2.16M	–	86
2025 Q3	$2.16M	Buy	14,107 +81	+0.6%	+$12.4K	1.2%	17
2025 Q2	$2.03M	Buy	14,026 +1,589	+13%	+$207K	1.23%	17
2025 Q1	$1.57M	Buy	12,437 +1,491	+14%	+$204K	1.03%	17
2024 Q4	$1.51M	Buy	+10,946	New	+$1.51M	0.96%	19

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

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

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

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

PFA

Presper Financial Architects Akron, Ohio $192M AUM 21.89% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Aspen Wealth Strategies's KCE Position: Q4 2025 in Review

Aspen Wealth Strategies sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q4 2025, closing a stake of 14,107 shares — an estimated $2.16M sold.

Aspen Wealth Strategies first reported a position in KCE in Q4 2024 and held it in 4 quarters. The position peaked at $2.16M in Q3 2025. 102 funds tracked by Wall St. Rank hold KCE as of Q4 2025.

Aspen Wealth Strategies reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q4 2025 after selling out during the quarter.
Aspen Wealth Strategies sold 14,107 State Street SPDR S&P Capital Markets ETF shares in Q4 2025, an estimated $2.16M.
Aspen Wealth Strategies first reported a position in State Street SPDR S&P Capital Markets ETF in Q4 2024 and held it in 4 quarters.
Aspen Wealth Strategies's State Street SPDR S&P Capital Markets ETF position peaked at $2.16M in Q3 2025.
102 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q4 2025.

Based on Aspen Wealth Strategies's 13F filing for Q4 2025, filed 28 Jan 2026.