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SPDR KBW Capital Markets shares owned by Aspen Wealth Strategies

Quarter-by-quarter ownership of SPDR KBW Capital Markets (KCE) shares owned by Aspen Wealth Strategies from 13F filings

Historical chart of Aspen Wealth Strategies investment in SPDR KBW Capital Markets

Tip: Access up to 7 years of quarterly data

All positions including SPDR KBW Capital Markets held by Aspen Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR KBW Capital Markets by Aspen Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 14k 152.84
2025-06-30 $2.0M 14k 144.93
2025-03-31 $1.6M 12k 126.17
2024-12-31 $1.5M 11k 137.70

More positions owned by Aspen Wealth Strategies

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Value Etf (VTV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Core Msci Eafe (IEFA)
Broadcom (AVGO)
Fidelity Covington Trust Enhanced Mid (FMDE)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Simplify Exchange Traded Fun Managed Futures (CTA)
Ishares Tr Us Sml Cap Eqt (SMLF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)

View all positions for Aspen Wealth Strategies

Top funds holding SPDR KBW Capital Markets

Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Meitav Dash Investments
Morgan Stanley
LPL Financial
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Presper Financial Architects
360 Financial
UBS Group
Grimes & Company
Fisher Investments
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Nottingham Advisors
Royal Fund Management
Horizon Wealth Management
Baker Avenue Asset Management

View all funds holding SPDR KBW Capital Markets