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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

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PFA
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KHLMVGHM
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UBS Group
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RFM
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Fisher Asset Management
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