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

DHK Financial Advisors’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	$1.46M	Buy	10,093 +42	+0.4%	+$5.47K	0.84%	26
2025 Q1	$1.27M	Buy	10,051 +44	+0.4%	+$6.02K	0.7%	31
2024 Q4	$1.38M	Buy	10,007 +39	+0.4%	+$5.39K	0.84%	28
2024 Q3	$1.24M	Buy	9,968 +43	+0.4%	+$5.08K	0.76%	28
2024 Q2	$1.09M	Hold	9,925	–	–	0.76%	29
2024 Q1	$1.1M	Buy	+9,925	New	+$1.03M	0.78%	37

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

Morgan Stanley New York $1.89T AUM 35.08% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

360 Financial Wayzata, Minnesota $394M AUM 35.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

DHK Financial Advisors's KCE Position: Q2 2025 in Review

DHK Financial Advisors increased its State Street SPDR S&P Capital Markets ETF (KCE) stake by 0.42% in Q2 2025, buying an estimated $5.47K and bringing the position to 10,093 shares worth $1.46M. The position accounts for 0.84% of the portfolio, ranked #26.

DHK Financial Advisors first reported a position in KCE in Q1 2024 and has held it in 6 quarters since. 117 funds tracked by Wall St. Rank hold KCE as of Q2 2025.

DHK Financial Advisors held 10,093 shares of State Street SPDR S&P Capital Markets ETF worth $1.46M as of Q2 2025.
DHK Financial Advisors bought 42 State Street SPDR S&P Capital Markets ETF shares in Q2 2025, an estimated $5.47K.
State Street SPDR S&P Capital Markets ETF made up 0.84% of DHK Financial Advisors's portfolio in Q2 2025, its #26 holding.
DHK Financial Advisors first reported a position in State Street SPDR S&P Capital Markets ETF in Q1 2024 and has held it in 6 quarters since.
117 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q2 2025.

Based on DHK Financial Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.