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Claris Financial’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

Claris Financial’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 		– Sell
-2,390
Closed -$329K – 151
2025
Q1 		$329K Hold
2,390
– – 0.22% 104
2024
Q4 		$329K Buy
+2,390
New +$331K 0.22% 104

Other funds holding KCE

Bank of America
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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
3F
360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Claris Financial's KCE Position: Q2 2025 in Review

Claris Financial sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q2 2025, closing a stake of 2,390 shares — an estimated $329K sold.

Claris Financial first reported a position in KCE in Q4 2024 and held it in 2 quarters. The position peaked at $329K in Q1 2025. 117 funds tracked by Wall St. Rank hold KCE as of Q2 2025.

  • Claris Financial reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q2 2025 after selling out during the quarter.
  • Claris Financial sold 2,390 State Street SPDR S&P Capital Markets ETF shares in Q2 2025, an estimated $329K.
  • Claris Financial first reported a position in State Street SPDR S&P Capital Markets ETF in Q4 2024 and held it in 2 quarters.
  • Claris Financial's State Street SPDR S&P Capital Markets ETF position peaked at $329K in Q1 2025.
  • 117 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q2 2025.

Based on Claris Financial's 13F filing for Q2 2025, filed 26 Aug 2025.