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

Masso Torrence 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 Q3	$3.74M	Sell	24,438 -4	-0%	-$613	1.55%	17
2025 Q2	$3.54M	Sell	24,442 -1,183	-5%	-$154K	1.64%	18
2025 Q1	$3.23M	Buy	25,625 +5,861	+30%	+$801K	1.73%	18
2024 Q4	$2.72M	Buy	19,764 +2,048	+12%	+$283K	1.43%	18
2024 Q3	$2.21M	Buy	+17,716	New	+$2.09M	1.19%	21

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

Masso Torrence Wealth Management's KCE Position: Q3 2025 in Review

Masso Torrence Wealth Management reduced its State Street SPDR S&P Capital Markets ETF (KCE) stake by 0.02% in Q3 2025, selling an estimated $613 and leaving 24,438 shares worth $3.74M. The position accounts for 1.55% of the portfolio, ranked #17.

Masso Torrence Wealth Management first reported a position in KCE in Q3 2024 and has held it in 5 quarters since. 110 funds tracked by Wall St. Rank hold KCE as of Q3 2025.

Masso Torrence Wealth Management held 24,438 shares of State Street SPDR S&P Capital Markets ETF worth $3.74M as of Q3 2025.
Masso Torrence Wealth Management sold 4 State Street SPDR S&P Capital Markets ETF shares in Q3 2025, an estimated $613.
State Street SPDR S&P Capital Markets ETF made up 1.55% of Masso Torrence Wealth Management's portfolio in Q3 2025, its #17 holding.
Masso Torrence Wealth Management first reported a position in State Street SPDR S&P Capital Markets ETF in Q3 2024 and has held it in 5 quarters since.
110 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q3 2025.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.