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SPDR KBW Capital Markets shares owned by Kaizen Financial Strategies

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

Historical chart of Kaizen Financial 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 Kaizen Financial 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 Kaizen Financial Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $223k 1.5k 145.02
2024-12-31 $221k 1.6k 137.70

More positions owned by Kaizen Financial Strategies

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Capital Group Dividend Value Shs Creation Uni (CGDV)
NVIDIA Corporation (NVDA)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Alphabet Cap Stk Cl C (GOOG)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Amazon (AMZN)
Schwab Strategic Tr Long Term Us (SCHQ)
Blackstone Group Inc Com Cl A (BX)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
Vaneck Etf Trust Semiconductr Etf (SMH)

View all positions for Kaizen Financial 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