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

Fulcrum Equity 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 Q1	–	Sell	-5,963	Closed	-$821K	–	110
2024 Q4	$821K	Buy	+5,963	New	+$825K	0.81%	39
2022 Q1	–	Sell	-40,378	Closed	-$4.19M	–	160
2021 Q4	$4.19M	Buy	40,378 +7,313	+22%	+$762K	1.57%	17
2021 Q3	$3.15M	Buy	33,065 +471	+1%	+$45.4K	1.22%	14
2021 Q2	$3.06M	Buy	+32,594	New	+$2.96M	1.14%	14

Other funds holding KCE

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

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

MIH

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

LPL Financial San Diego, California $377B AUM 19.32% 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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

Fulcrum Equity Management's KCE Position: Q1 2025 in Review

Fulcrum Equity Management sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q1 2025, closing a stake of 5,963 shares — an estimated $821K sold.

Fulcrum Equity Management first reported a position in KCE in Q2 2021 and held it in 4 quarters. The position peaked at $4.19M in Q4 2021. 124 funds tracked by Wall St. Rank hold KCE as of Q1 2025.

Fulcrum Equity Management reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q1 2025 after selling out during the quarter.
Fulcrum Equity Management sold 5,963 State Street SPDR S&P Capital Markets ETF shares in Q1 2025, an estimated $821K.
Fulcrum Equity Management first reported a position in State Street SPDR S&P Capital Markets ETF in Q2 2021 and held it in 4 quarters.
Fulcrum Equity Management's State Street SPDR S&P Capital Markets ETF position peaked at $4.19M in Q4 2021.
124 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q1 2025.

Based on Fulcrum Equity Management's 13F filing for Q1 2025, filed 1 May 2025.