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Asset Dedication LLC’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

Asset Dedication LLC’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 		$11.7K Hold
85
– – ﹤0.01% 741
2025
Q4 		$12.7K Hold
85
– – ﹤0.01% 743
2025
Q3 		$13K Hold
85
– – ﹤0.01% 759
2025
Q2 		$12.3K Hold
85
– – ﹤0.01% 786
2025
Q1 		$10.7K Hold
85
– – ﹤0.01% 755
2024
Q4 		$11.7K Buy
85
+28
+49% +$3.87K ﹤0.01% 744
2024
Q3 		$7.12K Hold
57
– – ﹤0.01% 851
2024
Q2 		$6.29K Buy
+57
New +$6.24K ﹤0.01% 885

Other funds holding KCE

Bank of America
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
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RFM
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
KHLMTHM
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $506M AUM 21.19% 1-Year Est. Return