WESPAC Advisors SoCal’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

WESPAC Advisors SoCal’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	$2.02M	Buy	13,102 +183	+1%	+$29.6K	0.37%	63
2026 Q2	$1.9M	Buy	12,919 +78	+0.6%	+$11.7K	0.34%	69
2026 Q1	$1.77M	Sell	12,841 -7,358	-36%	-$1.09M	0.38%	65
2025 Q4	$3.03M	Buy	20,199 +8,461	+72%	+$1.25M	0.61%	45
2025 Q3	$1.79M	Sell	11,738 -172	-1%	-$26.4K	0.36%	60
2025 Q2	$1.73M	Sell	11,910 -209	-2%	-$27.2K	0.39%	57
2025 Q1	$1.53M	Buy	+12,119	New	+$1.66M	0.4%	56

Other funds holding KCE

AWM

Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GFPC

Global Financial Private Client Sarasota, Florida $362M AUM 25.34% 1-Year Est. Return

WFP

Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

WESPAC Advisors SoCal's KCE Position: Q3 2026 in Review

WESPAC Advisors SoCal increased its State Street SPDR S&P Capital Markets ETF (KCE) stake by 1.4% in Q3 2026, buying an estimated $29.6K and bringing the position to 13,102 shares worth $2.02M. The position accounts for 0.37% of the portfolio, ranked #63.

WESPAC Advisors SoCal first reported a position in KCE in Q1 2025 and has held it in 7 quarters since. The position peaked at $3.03M in Q4 2025. 9 funds tracked by Wall St. Rank hold KCE as of Q3 2026.

WESPAC Advisors SoCal held 13,102 shares of State Street SPDR S&P Capital Markets ETF worth $2.02M as of Q3 2026.
WESPAC Advisors SoCal bought 183 State Street SPDR S&P Capital Markets ETF shares in Q3 2026, an estimated $29.6K.
State Street SPDR S&P Capital Markets ETF made up 0.37% of WESPAC Advisors SoCal's portfolio in Q3 2026, its #63 holding.
WESPAC Advisors SoCal first reported a position in State Street SPDR S&P Capital Markets ETF in Q1 2025 and has held it in 7 quarters since.
WESPAC Advisors SoCal's State Street SPDR S&P Capital Markets ETF position peaked at $3.03M in Q4 2025.
9 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q3 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q3 2026, filed 13 Oct 2026.