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

Nova 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
2026 Q2	$16.2K	Sell	110 -65	-37%	-$9.77K	0.01%	348
2026 Q1	$24.1K	Sell	175 -94	-35%	-$13.9K	0.02%	280
2025 Q4	$40.3K	Sell	269 -67	-20%	-$9.93K	0.03%	215
2025 Q3	$51.4K	Sell	336 -1,259	-79%	-$193K	0.04%	202
2025 Q2	$231K	Buy	1,595 +191	+14%	+$24.9K	0.17%	122
2025 Q1	$177K	Buy	+1,404	New	+$192K	0.15%	124

Other funds holding KCE

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

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return