Cavalier Investments’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

Cavalier Investments’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	-26,328	Closed	-$3.95M	–	122
2025 Q4	$3.95M	Hold	26,328	–	–	0.2%	47
2025 Q3	$2.29M	Hold	26,328	–	–	0.19%	60
2025 Q2	$3.82M	Hold	26,328	–	–	1.16%	19
2025 Q1	$3.32M	Hold	26,328	–	–	1.13%	27
2024 Q4	$3.63M	Hold	26,328	–	–	1.21%	17
2024 Q3	$3.29M	Hold	26,328	–	–	1.01%	25
2024 Q2	$2.9M	Hold	26,328	–	–	0.89%	29
2024 Q1	$2.91M	Sell	26,328 -32,100	-55%	-$3.32M	1.06%	25
2023 Q4	$5.96M	Hold	58,428	–	–	2.19%	12
2023 Q3	$5.07M	Hold	58,428	–	–	1.98%	13
2023 Q2	$4.96M	Hold	58,428	–	–	1.81%	13
2023 Q1	$4.85M	Hold	58,428	–	–	1.98%	21
2022 Q4	$4.61M	Hold	58,428	–	–	1.65%	22
2022 Q3	$4.18M	Hold	58,428	–	–	1.51%	24
2022 Q2	$4.26M	Hold	58,428	–	–	1.49%	24
2022 Q1	$5.34M	Hold	58,428	–	–	1.4%	31
2021 Q4	$6.06M	Sell	58,428 -26,107	-31%	-$2.72M	1.57%	20
2021 Q3	$8.06M	Buy	84,535 +15,481	+22%	+$1.49M	2.55%	11
2021 Q2	$6.49M	Buy	69,054 +34,757	+101%	+$3.15M	2.34%	10
2021 Q1	$2.89M	Buy	34,297 +2,286	+7%	+$185K	1.26%	26
2020 Q4	$2.41M	Buy	+32,011	New	+$2.17M	1.1%	35

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 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

Cavalier Investments's KCE Position: Q1 2026 in Review

Cavalier Investments sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q1 2026, closing a stake of 26,328 shares — an estimated $3.95M sold.

Cavalier Investments first reported a position in KCE in Q4 2020 and held it in 21 quarters. The position peaked at $8.06M in Q3 2021. 98 funds tracked by Wall St. Rank hold KCE as of Q1 2026.

Cavalier Investments reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q1 2026 after selling out during the quarter.
Cavalier Investments sold 26,328 State Street SPDR S&P Capital Markets ETF shares in Q1 2026, an estimated $3.95M.
Cavalier Investments first reported a position in State Street SPDR S&P Capital Markets ETF in Q4 2020 and held it in 21 quarters.
Cavalier Investments's State Street SPDR S&P Capital Markets ETF position peaked at $8.06M 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 Cavalier Investments's 13F filing for Q1 2026, filed 15 May 2026.