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Baker Avenue Asset Management’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

Baker Avenue Asset Management’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 		– Sell
-29,799
Closed -$4.47M – 767
2025
Q4 		$4.47M Sell
29,799
-39
-0.1% -$5.78K 0.1% 136
2025
Q3 		$4.56M Sell
29,838
-21
-0.1% -$3.22K 0.11% 135
2025
Q2 		$4.33M Buy
29,859
+1,207
+4% +$157K 0.12% 127
2025
Q1 		$3.62M Buy
28,652
+2,263
+9% +$309K 0.11% 142
2024
Q4 		$3.63M Buy
26,389
+2,583
+11% +$357K 0.11% 132
2024
Q3 		$2.97M Buy
23,806
+3,657
+18% +$432K 0.09% 147
2024
Q2 		$2.22M Buy
20,149
+242
+1% +$26.5K 0.08% 160
2024
Q1 		$2.2M Buy
19,907
+147
+0.7% +$15.2K 0.09% 160
2023
Q4 		$2.01M Buy
19,760
+2,584
+15% +$231K 0.09% 161
2023
Q3 		$1.49M Buy
+17,176
New +$1.53M 0.07% 173
2023
Q1 		– Sell
-2,123
Closed -$167K – 1698
2022
Q4 		$167K Buy
+2,123
New +$169K 0.01% 343

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
KHLMTHM
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $809M AUM 25.2% 1-Year Est. Return

Baker Avenue Asset Management's KCE Position: Q1 2026 in Review

Baker Avenue Asset Management sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q1 2026, closing a stake of 29,799 shares — an estimated $4.47M sold.

Baker Avenue Asset Management first reported a position in KCE in Q4 2022 and held it in 11 quarters. The position peaked at $4.56M in Q3 2025. 98 funds tracked by Wall St. Rank hold KCE as of Q1 2026.

  • Baker Avenue Asset Management reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q1 2026 after selling out during the quarter.
  • Baker Avenue Asset Management sold 29,799 State Street SPDR S&P Capital Markets ETF shares in Q1 2026, an estimated $4.47M.
  • Baker Avenue Asset Management first reported a position in State Street SPDR S&P Capital Markets ETF in Q4 2022 and held it in 11 quarters.
  • Baker Avenue Asset Management's State Street SPDR S&P Capital Markets ETF position peaked at $4.56M in Q3 2025.
  • 98 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q1 2026.

Based on Baker Avenue Asset Management's 13F filing for Q1 2026, filed 12 May 2026.