Royal Fund Management
KCE icon

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

Royal Fund 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
Q3 		$8.77M Buy
56,873
+2,365
+4% +$383K 0.7% 45
2026
Q2 		$8.03M Buy
54,508
+1,918
+4% +$288K 0.67% 43
2026
Q1 		$7.25M Sell
52,590
-265
-0.5% -$39.1K 0.69% 43
2025
Q4 		$7.94M Buy
52,855
+15,703
+42% +$2.33M 0.72% 42
2025
Q3 		$5.7M Sell
37,152
-12,665
-25% -$1.94M 0.68% 47
2025
Q2 		$7.24M Buy
49,817
+1,258
+3% +$164K 0.72% 38
2025
Q1 		$6.16M Sell
48,559
-552
-1% -$75.5K 0.69% 43
2024
Q4 		$6.8M Sell
49,111
-43,333
-47% -$5.99M 0.63% 46
2024
Q3 		$11.6M Buy
92,444
+72,306
+359% +$8.54M 0.69% 31
2024
Q2 		$2.24M Buy
20,138
+261
+1% +$28.6K 0.18% 121
2024
Q1 		$2.2M Buy
19,877
+1,869
+10% +$193K 0.22% 133
2023
Q4 		$1.84M Buy
18,008
+1,782
+11% +$160K 0.2% 137
2023
Q3 		$1.41M Buy
16,226
+420
+3% +$37.4K 0.19% 136
2023
Q2 		$1.34M Buy
15,806
+3,086
+24% +$252K 0.17% 135
2023
Q1 		$1.06M Buy
12,720
+3,618
+40% +$311K 0.15% 148
2022
Q4 		$718K Buy
+9,102
New +$724K 0.11% 153

Other funds holding KCE

Accel Wealth Management
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return
TM
TigerOak Management Albuquerque, New Mexico $382M AUM 25.14% 1-Year Est. Return
WESPAC Advisors SoCal
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Global Financial Private Client
Global Financial Private Client Sarasota, Florida $362M AUM 25.34% 1-Year Est. Return
Worthington Financial Partners
Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return
HF Advisory Group
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
City Holding Co
City Holding Co Charleston, West Virginia $898M AUM 21.62% 1-Year Est. Return
GK Wealth Management
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Royal Fund Management's KCE Position: Q3 2026 in Review

Royal Fund Management increased its State Street SPDR S&P Capital Markets ETF (KCE) stake by 4.3% in Q3 2026, buying an estimated $383K and bringing the position to 56,873 shares worth $8.77M. The position accounts for 0.7% of the portfolio, ranked #45.

Royal Fund Management first reported a position in KCE in Q4 2022 and has held it in 16 quarters since. The position peaked at $11.6M in Q3 2024. 14 funds tracked by Wall St. Rank hold KCE as of Q3 2026.

  • Royal Fund Management held 56,873 shares of State Street SPDR S&P Capital Markets ETF worth $8.77M as of Q3 2026.
  • Royal Fund Management bought 2,365 State Street SPDR S&P Capital Markets ETF shares in Q3 2026, an estimated $383K.
  • State Street SPDR S&P Capital Markets ETF made up 0.7% of Royal Fund Management's portfolio in Q3 2026, its #45 holding.
  • Royal Fund Management first reported a position in State Street SPDR S&P Capital Markets ETF in Q4 2022 and has held it in 16 quarters since.
  • Royal Fund Management's State Street SPDR S&P Capital Markets ETF position peaked at $11.6M in Q3 2024.
  • 14 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q3 2026.

Based on Royal Fund Management's 13F filing for Q3 2026, filed 22 Oct 2026.