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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PFA

Presper Financial Architects Akron, Ohio $192M AUM 21.89% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RFM

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

MGB Wealth Management increased its State Street SPDR S&P Capital Markets ETF (KCE) stake by 0.33% in Q4 2025, buying an estimated $741 and bringing the position to 1,502 shares worth $225K. The position accounts for 0.06% of the portfolio, ranked #208.

MGB Wealth Management first reported a position in KCE in Q4 2023 and has held it in 9 quarters since. The position peaked at $229K in Q3 2025. 102 funds tracked by Wall St. Rank hold KCE as of Q4 2025.

MGB Wealth Management held 1,502 shares of State Street SPDR S&P Capital Markets ETF worth $225K as of Q4 2025.
MGB Wealth Management bought 5 State Street SPDR S&P Capital Markets ETF shares in Q4 2025, an estimated $741.
State Street SPDR S&P Capital Markets ETF made up 0.06% of MGB Wealth Management's portfolio in Q4 2025, its #208 holding.
MGB Wealth Management first reported a position in State Street SPDR S&P Capital Markets ETF in Q4 2023 and has held it in 9 quarters since.
MGB Wealth Management's State Street SPDR S&P Capital Markets ETF position peaked at $229K 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 MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.