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

Delta Investment 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	-2,057	Closed	-$314K	–	294
2025 Q3	$314K	Buy	2,057 +5	+0.2%	+$767	0.06%	203
2025 Q2	$297K	Sell	2,052 -429	-17%	-$55.8K	0.06%	190
2025 Q1	$313K	Buy	2,481 +8	+0.3%	+$1.09K	0.06%	177
2024 Q4	$340K	Buy	2,473 +440	+22%	+$60.9K	0.07%	175
2024 Q3	$254K	Buy	+2,033	New	+$240K	0.05%	208

Other funds holding KCE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Delta Investment Management's KCE Position: Q4 2025 in Review

Delta Investment Management sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q4 2025, closing a stake of 2,057 shares — an estimated $314K sold.

Delta Investment Management first reported a position in KCE in Q3 2024 and held it in 5 quarters. The position peaked at $340K in Q4 2024. 102 funds tracked by Wall St. Rank hold KCE as of Q4 2025.

Delta Investment Management reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q4 2025 after selling out during the quarter.
Delta Investment Management sold 2,057 State Street SPDR S&P Capital Markets ETF shares in Q4 2025, an estimated $314K.
Delta Investment Management first reported a position in State Street SPDR S&P Capital Markets ETF in Q3 2024 and held it in 5 quarters.
Delta Investment Management's State Street SPDR S&P Capital Markets ETF position peaked at $340K 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 Delta Investment Management's 13F filing for Q4 2025, filed 30 Jan 2026.