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

Avantax 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 Q2	$669K	Buy	+4,614	New	+$601K	﹤0.01%	1408

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return

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

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

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

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

Avantax Advisory Services's KCE Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in State Street SPDR S&P Capital Markets ETF (KCE) in Q2 2025: 4,614 shares worth $669K. The stake represents ﹤0.01% of the portfolio and ranks #1408 among its holdings.

117 funds tracked by Wall St. Rank hold KCE as of Q2 2025.

Avantax Advisory Services held 4,614 shares of State Street SPDR S&P Capital Markets ETF worth $669K as of Q2 2025.
State Street SPDR S&P Capital Markets ETF was a new Avantax Advisory Services position in Q2 2025.
State Street SPDR S&P Capital Markets ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1408 holding.
117 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.