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

Horizon Wealth 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
-30,631
Closed -$4.68M – 137
2025
Q3 		$4.68M Buy
+30,631
New +$4.7M 0.69% 29

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 $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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Horizon Wealth Management's KCE Position: Q4 2025 in Review

Horizon Wealth Management sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q4 2025, closing a stake of 30,631 shares — an estimated $4.68M sold.

Horizon Wealth Management first reported a position in KCE in Q3 2025 and held it in 1 quarter. The position peaked at $4.68M in Q3 2025. 102 funds tracked by Wall St. Rank hold KCE as of Q4 2025.

  • Horizon Wealth Management reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q4 2025 after selling out during the quarter.
  • Horizon Wealth Management sold 30,631 State Street SPDR S&P Capital Markets ETF shares in Q4 2025, an estimated $4.68M.
  • Horizon Wealth Management first reported a position in State Street SPDR S&P Capital Markets ETF in Q3 2025 and held it in 1 quarter.
  • Horizon Wealth Management's State Street SPDR S&P Capital Markets ETF position peaked at $4.68M in Q3 2025.
  • 102 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q4 2025.

Based on Horizon Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.