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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 0.25% 113

Other funds holding KCE

Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.04B AUM 26.61% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return