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

EP Wealth 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
2026 Q2	$179K	Buy	+1,213	New	+$182K	﹤0.01%	1539
2025 Q2	$173K	Hold	1,191	–	–	﹤0.01%	1290
2025 Q1	$150K	Hold	1,191	–	–	﹤0.01%	1188
2024 Q4	$164K	Sell	1,191 -151	-11%	-$20.9K	﹤0.01%	1123
2024 Q3	$168K	Buy	+1,342	New	+$159K	﹤0.01%	1081

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

EP Wealth Advisors's KCE Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in State Street SPDR S&P Capital Markets ETF (KCE) in Q2 2026: 1,213 shares worth $179K. The stake represents ﹤0.01% of the portfolio and ranks #1539 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in KCE as recently as Q2 2025.

EP Wealth Advisors first reported a position in KCE in Q3 2024 and has held it in 5 quarters since. 99 funds tracked by Wall St. Rank hold KCE as of Q2 2026.

EP Wealth Advisors held 1,213 shares of State Street SPDR S&P Capital Markets ETF worth $179K as of Q2 2026.
State Street SPDR S&P Capital Markets ETF was a new EP Wealth Advisors position in Q2 2026.
State Street SPDR S&P Capital Markets ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1539 holding.
EP Wealth Advisors first reported a position in State Street SPDR S&P Capital Markets ETF in Q3 2024 and has held it in 5 quarters since.
99 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.