AE Wealth Management’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

AE Wealth Management’s Portfolio KCE Stock Details KCE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$77K	Sell	559 -4	-0.7%	-$590	﹤0.01%	1870
2025 Q4	$84.5K	Sell	563 -11	-2%	-$1.63K	﹤0.01%	1743
2025 Q3	$87.7K	Buy	574 +2	+0.3%	+$307	﹤0.01%	1599
2025 Q2	$83K	Sell	572 -1	-0.2%	-$130	﹤0.01%	1525
2025 Q1	$72.3K	Buy	573 +399	+229%	+$54.6K	﹤0.01%	1515
2024 Q4	$24K	Buy	+174	New	+$24.1K	﹤0.01%	1693
2022 Q4	–	Sell	-10,506	Closed	-$752K	–	1865
2022 Q3	$752K	Buy	10,506 +639	+6%	+$50.8K	0.01%	1058
2022 Q2	$720K	Buy	9,867 +971	+11%	+$77.8K	0.01%	1011
2022 Q1	$813K	Buy	+8,896	New	+$836K	0.01%	994

Other funds holding KCE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

KHLMTHM

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $506M AUM 21.19% 1-Year Est. Return

AE Wealth Management's KCE Position: Q1 2026 in Review

AE Wealth Management reduced its State Street SPDR S&P Capital Markets ETF (KCE) stake by 0.71% in Q1 2026, selling an estimated $590 and leaving 559 shares worth $77K. The position accounts for ﹤0.01% of the portfolio, ranked #1870.

AE Wealth Management first reported a position in KCE in Q1 2022 and has held it in 9 quarters since. The position peaked at $813K in Q1 2022. 98 funds tracked by Wall St. Rank hold KCE as of Q1 2026.

AE Wealth Management held 559 shares of State Street SPDR S&P Capital Markets ETF worth $77K as of Q1 2026.
AE Wealth Management sold 4 State Street SPDR S&P Capital Markets ETF shares in Q1 2026, an estimated $590.
State Street SPDR S&P Capital Markets ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1870 holding.
AE Wealth Management first reported a position in State Street SPDR S&P Capital Markets ETF in Q1 2022 and has held it in 9 quarters since.
AE Wealth Management's State Street SPDR S&P Capital Markets ETF position peaked at $813K in Q1 2022.
98 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.