Money Concepts Capital’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

Money Concepts Capital’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 Q1	$1.33M	Buy	9,699 +9	+0.1%	+$1.33K	0.07%	245
2025 Q4	$1.45M	Sell	9,690 -98	-1%	-$14.5K	0.08%	218
2025 Q3	$1.5M	Buy	9,788 +367	+4%	+$56.3K	0.09%	206
2025 Q2	$1.37M	Sell	9,421 -397	-4%	-$51.7K	0.09%	200
2025 Q1	$1.24M	Sell	9,818 -87	-0.9%	-$11.9K	0.09%	194
2024 Q4	$1.36M	Sell	9,905 -2,150	-18%	-$297K	0.1%	183
2024 Q3	$1.51M	Buy	12,055 +279	+2%	+$33K	0.11%	168
2024 Q2	$1.3M	Buy	11,776 +57	+0.5%	+$6.24K	0.11%	179
2024 Q1	$1.3M	Sell	11,719 -653	-5%	-$67.6K	0.12%	188
2023 Q4	$1.26M	Sell	12,372 -60	-0.5%	-$5.38K	0.12%	187
2023 Q3	$1.08M	Buy	12,432 +305	+3%	+$27.1K	0.11%	188
2023 Q2	$1.03M	Sell	12,127 -140,077	-92%	-$11.4M	0.1%	202
2023 Q1	$1.15M	Buy	152,204 +140,060	+1,153%	+$12M	0.06%	203
2022 Q4	$958K	Buy	+12,144	New	+$966K	0.04%	305
2022 Q2	–	Sell	-269	Closed	-$25K	–	2086
2022 Q1	$25K	Buy	+269	New	+$25.3K	﹤0.01%	1520

Other funds holding KCE

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

KHLMTHM

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $506M AUM 21.19% 1-Year Est. Return

Money Concepts Capital's KCE Position: Q1 2026 in Review

Money Concepts Capital increased its State Street SPDR S&P Capital Markets ETF (KCE) stake by 0.09% in Q1 2026, buying an estimated $1.33K and bringing the position to 9,699 shares worth $1.33M. The position accounts for 0.07% of the portfolio, ranked #245.

Money Concepts Capital first reported a position in KCE in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.51M in Q3 2024. 98 funds tracked by Wall St. Rank hold KCE as of Q1 2026.

Money Concepts Capital held 9,699 shares of State Street SPDR S&P Capital Markets ETF worth $1.33M as of Q1 2026.
Money Concepts Capital bought 9 State Street SPDR S&P Capital Markets ETF shares in Q1 2026, an estimated $1.33K.
State Street SPDR S&P Capital Markets ETF made up 0.07% of Money Concepts Capital's portfolio in Q1 2026, its #245 holding.
Money Concepts Capital first reported a position in State Street SPDR S&P Capital Markets ETF in Q1 2022 and has held it in 15 quarters since.
Money Concepts Capital's State Street SPDR S&P Capital Markets ETF position peaked at $1.51M in Q3 2024.
98 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.