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

Farther Finance 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 Q3	$1.38M	Sell	8,982 -1,612	-15%	-$261K	0.01%	959
2026 Q2	$1.56M	Sell	10,594 -5,817	-35%	-$874K	0.01%	857
2026 Q1	$2.25M	Sell	16,411 -8,264	-33%	-$1.22M	0.02%	597
2025 Q4	$3.7M	Buy	24,675 +24,653	+112,059%	+$3.65M	0.04%	388
2025 Q3	$3.36K	Hold	22	–	–	﹤0.01%	3927
2025 Q2	$3.19K	Sell	22 -25	-53%	-$3.25K	﹤0.01%	3540
2025 Q1	$5.98K	Buy	47 +1	+2%	+$137	﹤0.01%	2968
2024 Q4	$6.33K	Sell	46 -1,560	-97%	-$216K	﹤0.01%	2565
2024 Q3	$201K	Sell	1,606 -2,650	-62%	-$313K	0.01%	997
2024 Q2	$470K	Buy	+4,256	New	+$466K	0.02%	500

Other funds holding KCE

AWM

Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

WAS

WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return

GFPC

Global Financial Private Client Sarasota, Florida $362M AUM 25.34% 1-Year Est. Return

WFP

Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors's KCE Position: Q3 2026 in Review

Farther Finance Advisors reduced its State Street SPDR S&P Capital Markets ETF (KCE) stake by 15% in Q3 2026, selling an estimated $261K and leaving 8,982 shares worth $1.38M. The position accounts for 0.01% of the portfolio, ranked #959.

Farther Finance Advisors first reported a position in KCE in Q2 2024 and has held it in 10 quarters since. The position peaked at $3.7M in Q4 2025. 9 funds tracked by Wall St. Rank hold KCE as of Q3 2026.

Farther Finance Advisors held 8,982 shares of State Street SPDR S&P Capital Markets ETF worth $1.38M as of Q3 2026.
Farther Finance Advisors sold 1,612 State Street SPDR S&P Capital Markets ETF shares in Q3 2026, an estimated $261K.
State Street SPDR S&P Capital Markets ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #959 holding.
Farther Finance Advisors first reported a position in State Street SPDR S&P Capital Markets ETF in Q2 2024 and has held it in 10 quarters since.
Farther Finance Advisors's State Street SPDR S&P Capital Markets ETF position peaked at $3.7M in Q4 2025.
9 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.