EWA
KCE icon

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
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
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

EP Wealth Advisors's KCE Position: Q2 2025 in Review

EP Wealth Advisors held its State Street SPDR S&P Capital Markets ETF (KCE) position steady in Q2 2025 at 1,191 shares worth $173K. The position accounts for ﹤0.01% of the portfolio, ranked #1290.

EP Wealth Advisors first reported a position in KCE in Q3 2024 and has held it in 4 quarters since. 117 funds tracked by Wall St. Rank hold KCE as of Q2 2025.

  • EP Wealth Advisors held 1,191 shares of State Street SPDR S&P Capital Markets ETF worth $173K as of Q2 2025.
  • EP Wealth Advisors left its State Street SPDR S&P Capital Markets ETF share count unchanged in Q2 2025.
  • State Street SPDR S&P Capital Markets ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1290 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 4 quarters since.
  • 117 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q2 2025.

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