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

Barometer Capital 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
2025 Q4	–	Sell	-1,000	Closed	-$153K	–	135
2025 Q3	$153K	Buy	1,000 +100	+11%	+$15.3K	0.04%	154
2025 Q2	$130K	Buy	+900	New	+$117K	0.04%	167
2025 Q1	–	Sell	-12,400	Closed	-$1.5M	–	159
2024 Q4	$1.5M	Buy	12,400 +5,650	+84%	+$781K	0.6%	32
2024 Q3	$843K	Sell	6,750 -700	-9%	-$82.7K	0.24%	49
2024 Q2	$822K	Sell	7,450 -900	-11%	-$98.5K	0.32%	45
2024 Q1	$887K	Buy	8,350 +350	+4%	+$36.2K	0.23%	59
2023 Q4	$816K	Sell	8,000 -1,307	-14%	-$117K	0.23%	73
2023 Q3	$807K	Buy	+9,307	New	+$828K	0.25%	61
2023 Q2	–	Sell	-4,300	Closed	-$357K	–	144
2023 Q1	$357K	Buy	+4,300	New	+$370K	0.09%	100
2022 Q4	–	Sell	-7,900	Closed	-$565K	–	134
2022 Q3	$565K	Buy	+7,900	New	+$628K	0.23%	49
2018 Q3	–	Sell	-109,000	Closed	-$6.33M	–	162
2018 Q2	$6.33M	Sell	109,000 -6,900	-6%	-$412K	0.53%	75
2018 Q1	$6.76M	Buy	115,900 +32,000	+38%	+$1.91M	0.57%	51
2017 Q4	$4.86M	Buy	83,900 +29,900	+55%	+$1.64M	0.44%	80
2017 Q3	$2.83M	Buy	54,000 +10,500	+24%	+$525K	0.27%	96
2017 Q2	$2.14M	Buy	+43,500	New	+$2.05M	0.22%	99
2015 Q3	–	Sell	-20,700	Closed	-$1.05M	–	158
2015 Q2	$1.05M	Buy	+20,700	New	+$1.06M	0.09%	99
2014 Q4	–	Sell	-25,100	Closed	-$1.21M	–	148
2014 Q3	$1.21M	Sell	25,100 -4,400	-15%	-$214K	0.1%	78
2014 Q2	$1.45M	Buy	29,500 +21,900	+288%	+$1.04M	0.28%	41
2014 Q1	$372K	Sell	7,600 -16,400	-68%	-$798K	0.08%	92
2013 Q4	$1.2M	Buy	+24,000	New	+$1.11M	0.3%	56

Other funds holding KCE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PFA

Presper Financial Architects Akron, Ohio $168M AUM 12.94% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $295B AUM 31.6% 1-Year Est. Return

Barometer Capital Management's KCE Position: Q4 2025 in Review

Barometer Capital Management sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q4 2025, closing a stake of 1,000 shares — an estimated $153K sold.

Barometer Capital Management first reported a position in KCE in Q4 2013 and held it in 20 quarters. The position peaked at $6.76M in Q1 2018. 102 funds tracked by Wall St. Rank hold KCE as of Q4 2025.

Barometer Capital Management reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q4 2025 after selling out during the quarter.
Barometer Capital Management sold 1,000 State Street SPDR S&P Capital Markets ETF shares in Q4 2025, an estimated $153K.
Barometer Capital Management first reported a position in State Street SPDR S&P Capital Markets ETF in Q4 2013 and held it in 20 quarters.
Barometer Capital Management's State Street SPDR S&P Capital Markets ETF position peaked at $6.76M in Q1 2018.
102 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q4 2025.

Based on Barometer Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.