Bank of Montreal’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

Bank of Montreal’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	-615	Closed	-$92.2K	–	3898
2025 Q4	$92.2K	Hold	615	–	–	﹤0.01%	3069
2025 Q3	$94K	Hold	615	–	–	﹤0.01%	2990
2025 Q2	$89.1K	Hold	615	–	–	﹤0.01%	3013
2025 Q1	$77.6K	Sell	615 -2,402	-80%	-$328K	﹤0.01%	2970
2024 Q4	$415K	Buy	3,017 +2,992	+11,968%	+$414K	﹤0.01%	2346
2024 Q3	$3.16K	Sell	25 -947	-97%	-$112K	﹤0.01%	3748
2024 Q2	$107K	Buy	+972	New	+$106K	﹤0.01%	3216
2023 Q4	–	Sell	-1,010	Closed	-$91.6K	–	4162
2023 Q3	$91.6K	Buy	+1,010	New	+$89.8K	﹤0.01%	3307
2023 Q2	–	Sell	-116	Closed	-$10.2K	–	4154
2023 Q1	$10.2K	Buy	+116	New	+$9.97K	﹤0.01%	3617
2021 Q4	–	Sell	-25,023	Closed	-$2.51M	–	3690
2021 Q3	$2.51M	Buy	25,023 +9,514	+61%	+$917K	﹤0.01%	1962
2021 Q2	$1.46M	Buy	+15,509	New	+$1.41M	﹤0.01%	2249

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 $14.9B AUM 46.8% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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 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

Bank of Montreal's KCE Position: Q1 2026 in Review

Bank of Montreal sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q1 2026, closing a stake of 615 shares — an estimated $92.2K sold.

Bank of Montreal first reported a position in KCE in Q2 2021 and held it in 11 quarters. The position peaked at $2.51M in Q3 2021. 98 funds tracked by Wall St. Rank hold KCE as of Q1 2026.

Bank of Montreal reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q1 2026 after selling out during the quarter.
Bank of Montreal sold 615 State Street SPDR S&P Capital Markets ETF shares in Q1 2026, an estimated $92.2K.
Bank of Montreal first reported a position in State Street SPDR S&P Capital Markets ETF in Q2 2021 and held it in 11 quarters.
Bank of Montreal's State Street SPDR S&P Capital Markets ETF position peaked at $2.51M in Q3 2021.
98 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.