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

MGB 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 		$225K Buy
1,502
+5
+0.3% +$741 0.06% 208
2025
Q3 		$229K Buy
1,497
+400
+36% +$61.3K 0.06% 205
2025
Q2 		$159K Hold
1,097
– – 0.05% 230
2025
Q1 		$138K Hold
1,097
– – 0.05% 219
2024
Q4 		$151K Hold
1,097
– – 0.05% 209
2024
Q3 		$137K Hold
1,097
– – 0.05% 207
2024
Q2 		$125K Hold
1,097
– – 0.05% 210
2024
Q1 		$120K Hold
1,097
– – 0.05% 200
2023
Q4 		$113K Buy
+1,097
New +$98.3K 0.06% 197

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 $1.05B AUM 26.61% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return