Kaizen Financial Strategies’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

Kaizen Financial Strategies’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
2026 Q2	–	Sell	-1,690	Closed	-$255K	–	183
2026 Q1	$255K	Buy	1,690 +150	+10%	+$22.1K	0.11%	142
2025 Q4	$231K	Hold	1,540	–	–	0.1%	148
2025 Q3	$223K	Buy	+1,540	New	+$236K	0.1%	141
2025 Q1	–	Sell	-1,607	Closed	-$221K	–	143
2024 Q4	$221K	Buy	+1,607	New	+$222K	0.13%	121

Other funds holding KCE

RFM

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

AWM

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

WAS

WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

GFPC

Global Financial Private Client Sarasota, Florida $369M AUM 34.4% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Kaizen Financial Strategies's KCE Position: Q2 2026 in Review

Kaizen Financial Strategies sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q2 2026, closing a stake of 1,690 shares — an estimated $255K sold.

Kaizen Financial Strategies first reported a position in KCE in Q4 2024 and held it in 4 quarters. The position peaked at $255K in Q1 2026. 31 funds tracked by Wall St. Rank hold KCE as of Q2 2026.

Kaizen Financial Strategies reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q2 2026 after selling out during the quarter.
Kaizen Financial Strategies sold 1,690 State Street SPDR S&P Capital Markets ETF shares in Q2 2026, an estimated $255K.
Kaizen Financial Strategies first reported a position in State Street SPDR S&P Capital Markets ETF in Q4 2024 and held it in 4 quarters.
Kaizen Financial Strategies's State Street SPDR S&P Capital Markets ETF position peaked at $255K in Q1 2026.
31 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.