Fort Point Capital Partners’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

Fort Point Capital Partners’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 Q3	–	Sell	-9,359	Closed	-$1.36M	–	279
2025 Q2	$1.36M	Buy	9,359 +183	+2%	+$23.8K	0.1%	122
2025 Q1	$1.16M	Buy	9,176 +314	+4%	+$42.9K	0.13%	114
2024 Q4	$1.22M	Buy	8,862 +566	+7%	+$78.3K	0.13%	112
2024 Q3	$1.04M	Buy	8,296 +488	+6%	+$57.6K	0.13%	110
2024 Q2	$861K	Buy	7,808 +3,963	+103%	+$434K	0.11%	132
2024 Q1	$425K	Buy	+3,845	New	+$398K	0.06%	212

Other funds holding KCE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B 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

360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Fort Point Capital Partners's KCE Position: Q3 2025 in Review

Fort Point Capital Partners sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q3 2025, closing a stake of 9,359 shares — an estimated $1.36M sold.

Fort Point Capital Partners first reported a position in KCE in Q1 2024 and held it in 6 quarters. The position peaked at $1.36M in Q2 2025. 110 funds tracked by Wall St. Rank hold KCE as of Q3 2025.

Fort Point Capital Partners reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q3 2025 after selling out during the quarter.
Fort Point Capital Partners sold 9,359 State Street SPDR S&P Capital Markets ETF shares in Q3 2025, an estimated $1.36M.
Fort Point Capital Partners first reported a position in State Street SPDR S&P Capital Markets ETF in Q1 2024 and held it in 6 quarters.
Fort Point Capital Partners's State Street SPDR S&P Capital Markets ETF position peaked at $1.36M in Q2 2025.
110 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q3 2025.

Based on Fort Point Capital Partners's 13F filing for Q3 2025, filed 14 Nov 2025.