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Park Square Financial Group’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

Park Square Financial Group’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 		– Sell
-48
Closed -$6.96K – 643
2025
Q2 		$6.96K Hold
48
– – 0.01% 670
2025
Q1 		$6.06K Sell
48
-2
-4% -$274 ﹤0.01% 711
2024
Q4 		$6.88K Buy
+50
New +$6.92K ﹤0.01% 662

Other funds holding KCE

Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 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
3F
360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Park Square Financial Group's KCE Position: Q3 2025 in Review

Park Square Financial Group sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q3 2025, closing a stake of 48 shares — an estimated $6.96K sold.

Park Square Financial Group first reported a position in KCE in Q4 2024 and held it in 3 quarters. The position peaked at $6.96K in Q2 2025. 110 funds tracked by Wall St. Rank hold KCE as of Q3 2025.

  • Park Square Financial Group reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 48 State Street SPDR S&P Capital Markets ETF shares in Q3 2025, an estimated $6.96K.
  • Park Square Financial Group first reported a position in State Street SPDR S&P Capital Markets ETF in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's State Street SPDR S&P Capital Markets ETF position peaked at $6.96K in Q2 2025.
  • 110 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.