KCE — SPDR SERIES TRUST S&P CAP MKTS ETF

Ownership history in Accel Wealth Management  ·  19 quarters on record

This page tracks every 13F SEC filing in which Accel Wealth Management reported a position in SPDR SERIES TRUST S&P CAP MKTS ETF (KCE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.98% (2025 Q4)
Avg. % of fund
0.56%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
19
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 23,965 +3,245 +15.7% 0.98% $3.6M $149.93
2025 Q3 ADDED 20,720 +7,312 +54.5% 0.92% $3.2M $152.11
2025 Q2 ADDED 13,408 +1,314 +10.9% 0.65% $1.9M $143.74
2025 Q1 ADDED 12,094 +1,069 +9.7% 0.55% $1.5M $124.59
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    KCE price (monthly, adj. close)

Other funds also holding KCE

As of 2025 Q4 — sorted by position size

360 Financial, Inc. 3Y 5.2% Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 3Y 7Y 1.4% Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 3Y 7Y 1.35% Royal Fund Management, LLC 3Y 0.72% WESPAC Advisors SoCal, LLC 3Y 7Y 0.61% Worthington Financial Partners, LLC 0.51% MEITAV INVESTMENT HOUSE LTD 3Y 7Y 0.5% NOTTINGHAM ADVISORS, INC. 3Y 7Y 0.42% Global Financial Private Client, LLC 0.4% VICUS CAPITAL 3Y 7Y 0.31%
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