Blackston Financial Advisory Group’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

Blackston Financial Advisory Group’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 Q3	–	Sell	-1,802	Closed	-$261K	–	117
2025 Q2	$261K	Sell	1,802 -61	-3%	-$7.94K	0.16%	84
2025 Q1	$235K	Sell	1,863 -65	-3%	-$8.89K	0.16%	80
2024 Q4	$266K	Sell	1,928 -291	-13%	-$40.3K	0.13%	111
2024 Q3	$277K	Buy	+2,219	New	+$262K	0.14%	106

Other funds holding KCE

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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 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

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

360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Blackston Financial Advisory Group's KCE Position: Q3 2025 in Review

Blackston Financial Advisory Group sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q3 2025, closing a stake of 1,802 shares — an estimated $261K sold.

Blackston Financial Advisory Group first reported a position in KCE in Q3 2024 and held it in 4 quarters. The position peaked at $277K in Q3 2024. 110 funds tracked by Wall St. Rank hold KCE as of Q3 2025.

Blackston Financial Advisory Group reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q3 2025 after selling out during the quarter.
Blackston Financial Advisory Group sold 1,802 State Street SPDR S&P Capital Markets ETF shares in Q3 2025, an estimated $261K.
Blackston Financial Advisory Group first reported a position in State Street SPDR S&P Capital Markets ETF in Q3 2024 and held it in 4 quarters.
Blackston Financial Advisory Group's State Street SPDR S&P Capital Markets ETF position peaked at $277K in Q3 2024.
110 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q3 2025.

Based on Blackston Financial Advisory Group's 13F filing for Q3 2025, filed 12 Nov 2025.