AAS
KCE icon

Annex Advisory Services’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

Annex Advisory Services’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
2025
Q4 		– Sell
-278,560
Closed -$42.6M – 364
2025
Q3 		$42.6M Buy
+278,560
New +$42.7M 0.91% 35

Other funds holding KCE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PFA
Presper Financial Architects Akron, Ohio $192M AUM 21.89% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Annex Advisory Services's KCE Position: Q4 2025 in Review

Annex Advisory Services sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q4 2025, closing a stake of 278,560 shares — an estimated $42.6M sold.

Annex Advisory Services first reported a position in KCE in Q3 2025 and held it in 1 quarter. The position peaked at $42.6M in Q3 2025. 102 funds tracked by Wall St. Rank hold KCE as of Q4 2025.

  • Annex Advisory Services reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q4 2025 after selling out during the quarter.
  • Annex Advisory Services sold 278,560 State Street SPDR S&P Capital Markets ETF shares in Q4 2025, an estimated $42.6M.
  • Annex Advisory Services first reported a position in State Street SPDR S&P Capital Markets ETF in Q3 2025 and held it in 1 quarter.
  • Annex Advisory Services's State Street SPDR S&P Capital Markets ETF position peaked at $42.6M in Q3 2025.
  • 102 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q4 2025.

Based on Annex Advisory Services's 13F filing for Q4 2025, filed 26 Jan 2026.