Custom Index Systems’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

Custom Index Systems’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	-3,448	Closed	-$527K	–	266
2025 Q3	$527K	Buy	3,448 +1,432	+71%	+$220K	0.16%	154
2025 Q2	$292K	Sell	2,016 -2,502	-55%	-$326K	0.14%	197
2025 Q1	$570K	Hold	4,518	–	–	0.29%	100
2024 Q4	$622K	Buy	4,518 +30	+0.7%	+$4.15K	0.33%	84
2024 Q3	$560K	Buy	4,488 +187	+4%	+$22.1K	0.3%	95
2024 Q2	$474K	Sell	4,301 -15	-0.3%	-$1.64K	0.27%	91
2024 Q1	$477K	Buy	4,316 +419	+11%	+$43.4K	0.27%	100
2023 Q4	$397K	Buy	+3,897	New	+$349K	0.24%	113

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

Custom Index Systems's KCE Position: Q4 2025 in Review

Custom Index Systems sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q4 2025, closing a stake of 3,448 shares — an estimated $527K sold.

Custom Index Systems first reported a position in KCE in Q4 2023 and held it in 8 quarters. The position peaked at $622K in Q4 2024. 102 funds tracked by Wall St. Rank hold KCE as of Q4 2025.

Custom Index Systems reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q4 2025 after selling out during the quarter.
Custom Index Systems sold 3,448 State Street SPDR S&P Capital Markets ETF shares in Q4 2025, an estimated $527K.
Custom Index Systems first reported a position in State Street SPDR S&P Capital Markets ETF in Q4 2023 and held it in 8 quarters.
Custom Index Systems's State Street SPDR S&P Capital Markets ETF position peaked at $622K in Q4 2024.
102 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q4 2025.

Based on Custom Index Systems's 13F filing for Q4 2025, filed 12 Feb 2026.