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

Atria Wealth Solutions’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 Q2	–	Sell	-4,214	Closed	-$532K	–	1715
2025 Q1	$532K	Buy	+4,214	New	+$576K	0.01%	1167
2024 Q4	–	Sell	-3,370	Closed	-$421K	–	2044
2024 Q3	$421K	Buy	3,370 +1,463	+77%	+$173K	﹤0.01%	1321
2024 Q2	$210K	Buy	+1,907	New	+$209K	﹤0.01%	1742

Other funds holding KCE

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 New York $1.89T AUM 35.08% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

360 Financial Wayzata, Minnesota $394M AUM 35.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Atria Wealth Solutions's KCE Position: Q2 2025 in Review

Atria Wealth Solutions sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q2 2025, closing a stake of 4,214 shares — an estimated $532K sold.

Atria Wealth Solutions first reported a position in KCE in Q2 2024 and held it in 3 quarters. The position peaked at $532K in Q1 2025. 117 funds tracked by Wall St. Rank hold KCE as of Q2 2025.

Atria Wealth Solutions reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 4,214 State Street SPDR S&P Capital Markets ETF shares in Q2 2025, an estimated $532K.
Atria Wealth Solutions first reported a position in State Street SPDR S&P Capital Markets ETF in Q2 2024 and held it in 3 quarters.
Atria Wealth Solutions's State Street SPDR S&P Capital Markets ETF position peaked at $532K in Q1 2025.
117 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.