MONEY CONCEPTS CAPITAL CORP KCE — SPDR SER TR

Ownership history in MONEY CONCEPTS CAPITAL CORP  ·  15 quarters on record

AI Ownership Summary

MONEY CONCEPTS CAPITAL CORP reported SPDR SER TR (KCE) in 15 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.12% in 2024 Q1. The latest visible filing shows KCE at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this KCE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MONEY CONCEPTS CAPITAL CORP's position in SPDR SER TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

KCE was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

KCE stock page MONEY CONCEPTS CAPITAL CORP fund profile MONEY CONCEPTS CAPITAL CORP full holdings
How MONEY CONCEPTS CAPITAL CORP held KCE — position size vs. price
% of Fund (quarterly)    KCE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 9,699 +9 +0.1% 0.07% $1.3M 2026-04-30 $151.88
2025 Q4 REDUCED — — — 9,690 -98 -1.0% 0.08% $1.5M 2026-02-04 $150.15
2025 Q3 ADDED — — — 9,788 +367 +3.9% 0.09% $1.5M 2025-11-04 $143.22
2025 Q2 REDUCED — — — 9,421 -397 -4.0% 0.09% $1.4M 2025-08-14 $154.25
2025 Q1 REDUCED — — — 9,818 -87 -0.9% 0.09% $1.2M 2025-04-24 $120.57
2024 Q4 REDUCED 17.8% -8.0% ✅ 9,905 -2,150 -17.8% 0.10% $1.4M 2025-01-27 $140.60
2024 Q3 ADDED — — — 12,055 +279 +2.4% 0.11% $1.5M 2024-10-31 $128.53
2024 Q2 ADDED — — — 11,776 +57 +0.5% 0.11% $1.3M 2024-08-02 $110.73
2024 Q1 REDUCED 5.3% +0.3% ❌ 11,719 -653 -5.3% 0.12% $1.3M 2024-05-01 $102.76
2023 Q4 REDUCED — — — 12,372 -60 -0.5% 0.12% $1.3M 2024-02-12 $99.98
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding KCE

As of 2026 Q1 — sorted by position size

TigerOak Management, L.L.C. 1.23% Accel Wealth Management 3Y 0.92% Worthington Financial Partners, LLC 0.45% MEITAV INVESTMENT HOUSE LTD 3Y 7Y 0.41% WESPAC Advisors SoCal, LLC 3Y 7Y 0.38% Global Financial Private Client, LLC 0.34% HF Advisory Group, LLC 3Y 0.13% Kaizen Financial Strategies 3Y 0.11% American State Bank (Iowa) 0.07% THRIVENT FINANCIAL FOR LUTHERANS 3Y 7Y 0.04%

FAQ About MONEY CONCEPTS CAPITAL CORP and KCE

These are the practical questions this page is built to answer before you even open the full history table.

How long has MONEY CONCEPTS CAPITAL CORP reported owning KCE?

MONEY CONCEPTS CAPITAL CORP reported KCE across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported KCE position in MONEY CONCEPTS CAPITAL CORP's portfolio?

The largest reported portfolio weight for KCE was 0.12% in 2024 Q1.

What is the latest reported KCE position on this page?

The most recent filing on this page is 2026 Q1, when MONEY CONCEPTS CAPITAL CORP reported 9,699 shares, equal to 0.07% of portfolio, with an estimated market value of $1.3M.

What does the chart on this KCE ownership page compare?

The chart compares MONEY CONCEPTS CAPITAL CORP's quarterly KCE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MONEY CONCEPTS CAPITAL CORP time their KCE position?

Based on 13F filing dates vs. subsequent KCE price moves, MONEY CONCEPTS CAPITAL CORP correctly timed 9 out of 14 reported position changes (64%). The annualised alpha on KCE relative to SPY over the holding period was -0.8%.

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