CoreCap Advisors’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

CoreCap Advisors’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
2026 Q3	$2K	Hold	13	–	–	﹤0.01%	2499
2026 Q2	$1.91K	Hold	13	–	–	﹤0.01%	2548
2026 Q1	$1.79K	Hold	13	–	–	﹤0.01%	2440
2025 Q4	$1.95K	Hold	13	–	–	﹤0.01%	2483
2025 Q3	$1.99K	Hold	13	–	–	﹤0.01%	2375
2025 Q2	$1.88K	Hold	13	–	–	﹤0.01%	2314
2025 Q1	$1.64K	Hold	13	–	–	﹤0.01%	2417
2024 Q4	$1.79K	Sell	13 -18	-58%	-$2.49K	﹤0.01%	2255
2024 Q3	$3.87K	Sell	31 -15	-33%	-$1.77K	﹤0.01%	2036
2024 Q2	$5.07K	Sell	46 -18	-28%	-$1.97K	﹤0.01%	1169
2024 Q1	$7.08K	Buy	+64	New	+$6.62K	﹤0.01%	1832
2022 Q4	$20.9K	Buy	+265	New	+$21.1K	﹤0.01%	1285
2022 Q3	–	Sell	-303	Closed	-$22K	–	1344
2022 Q2	$22K	Buy	+303	New	+$24.3K	﹤0.01%	1213

Other funds holding KCE

Royal Fund Management Lady Lake, Florida $1.26B AUM 23.83% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

TigerOak Management Albuquerque, New Mexico $382M AUM 25.14% 1-Year Est. Return

WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Global Financial Private Client Sarasota, Florida $362M AUM 25.34% 1-Year Est. Return

Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

City Holding Co Charleston, West Virginia $898M AUM 21.62% 1-Year Est. Return

CoreCap Advisors's KCE Position: Q3 2026 in Review

CoreCap Advisors held its State Street SPDR S&P Capital Markets ETF (KCE) position steady in Q3 2026 at 13 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #2499.

CoreCap Advisors first reported a position in KCE in Q2 2022 and has held it in 13 quarters since. The position peaked at $22K in Q2 2022. 14 funds tracked by Wall St. Rank hold KCE as of Q3 2026.

CoreCap Advisors held 13 shares of State Street SPDR S&P Capital Markets ETF worth $2K as of Q3 2026.
CoreCap Advisors left its State Street SPDR S&P Capital Markets ETF share count unchanged in Q3 2026.
State Street SPDR S&P Capital Markets ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2499 holding.
CoreCap Advisors first reported a position in State Street SPDR S&P Capital Markets ETF in Q2 2022 and has held it in 13 quarters since.
CoreCap Advisors's State Street SPDR S&P Capital Markets ETF position peaked at $22K in Q2 2022.
14 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.