CIBC Private Wealth Group’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

CIBC Private Wealth Group’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 Q4	$265K	Buy	1,765 +7	+0.4%	+$1.04K	﹤0.01%	1066
2025 Q3	$269K	Buy	1,758 +4	+0.2%	+$613	﹤0.01%	1060
2025 Q2	$254K	Buy	1,754 +6	+0.3%	+$781	﹤0.01%	1025
2025 Q1	$190K	Buy	1,748 +6	+0.3%	+$821	﹤0.01%	1098
2024 Q4	$240K	Buy	1,742 +318	+22%	+$44K	﹤0.01%	1092
2024 Q3	$178K	Buy	1,424 +101	+8%	+$11.9K	﹤0.01%	1241
2024 Q2	$146K	Buy	1,323 +6	+0.5%	+$656	﹤0.01%	1241
2024 Q1	$144K	Buy	+1,317	New	+$136K	﹤0.01%	1246

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

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

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

PFA

Presper Financial Architects Akron, Ohio $168M AUM 12.94% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $295B AUM 31.6% 1-Year Est. Return

CIBC Private Wealth Group's KCE Position: Q4 2025 in Review

CIBC Private Wealth Group increased its State Street SPDR S&P Capital Markets ETF (KCE) stake by 0.4% in Q4 2025, buying an estimated $1.04K and bringing the position to 1,765 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #1066.

CIBC Private Wealth Group first reported a position in KCE in Q1 2024 and has held it in 8 quarters since. The position peaked at $269K in Q3 2025. 102 funds tracked by Wall St. Rank hold KCE as of Q4 2025.

CIBC Private Wealth Group held 1,765 shares of State Street SPDR S&P Capital Markets ETF worth $265K as of Q4 2025.
CIBC Private Wealth Group bought 7 State Street SPDR S&P Capital Markets ETF shares in Q4 2025, an estimated $1.04K.
State Street SPDR S&P Capital Markets ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1066 holding.
CIBC Private Wealth Group first reported a position in State Street SPDR S&P Capital Markets ETF in Q1 2024 and has held it in 8 quarters since.
CIBC Private Wealth Group's State Street SPDR S&P Capital Markets ETF position peaked at $269K in Q3 2025.
102 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.