KCE — SPDR S&P CAPITAL MARKETS ETF

Ownership history in Westwind Capital  ·  4 quarters on record

This page tracks every 13F SEC filing in which Westwind Capital reported a position in SPDR S&P CAPITAL MARKETS 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
0.52% (2025 Q1)
Avg. % of fund
0.28%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 17,670 +769 +4.6% 0.06% $270K $152.11
2025 Q2 ADDED 16,901 +436 +2.6% 0.50% $2.5M $143.74
2025 Q1 ADDED 16,465 +52 +0.3% 0.52% $2.1M $124.59
2024 Q4 INITIATED 16,413 — — 0.05% $226K $135.36
% 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% Accel Wealth Management 3Y 0.98% 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%
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