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

Arkadios Wealth Advisors’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	$719K	Hold	5,222	–	–	0.01%	942
2025 Q4	$783K	Sell	5,222 -83	-2%	-$12.3K	0.02%	813
2025 Q3	$811K	Buy	5,305 +190	+4%	+$29.1K	0.02%	734
2025 Q2	$741K	Hold	5,115	–	–	0.02%	700
2025 Q1	$645K	Buy	5,115 +472	+10%	+$64.5K	0.02%	616
2024 Q4	$639K	Buy	4,643 +297	+7%	+$41.1K	0.03%	458
2024 Q3	$543K	Buy	4,346 +271	+7%	+$32K	0.03%	516
2024 Q2	$449K	Buy	+4,075	New	+$446K	0.03%	487
2021 Q4	–	Sell	-400	Closed	-$38K	–	1223
2021 Q3	$38K	Hold	400	–	–	0.01%	976
2021 Q2	$37K	Buy	+400	New	+$36.3K	﹤0.01%	1033

Other funds holding KCE

Bank of America

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

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

Thrivent Financial for Lutherans

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

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

Royal Fund Management Lady Lake, Florida $1.05B AUM 26.61% 1-Year Est. Return

Fisher Asset Management

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

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