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

Financial Management Professionals’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	-7,379	Closed	-$931K	–	1050
2025 Q1	$931K	Sell	7,379 -1,109	-13%	-$152K	0.12%	62
2024 Q4	$1.17M	Buy	+8,488	New	+$1.17M	0.15%	56
2022 Q1	–	Sell	-31,982	Closed	-$3.32M	–	1092
2021 Q4	$3.32M	Sell	31,982 -1,549	-5%	-$161K	0.7%	36
2021 Q3	$3.2M	Buy	+33,531	New	+$3.23M	0.74%	29

Other funds holding KCE

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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Financial Management Professionals's KCE Position: Q2 2025 in Review

Financial Management Professionals sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q2 2025, closing a stake of 7,379 shares — an estimated $931K sold.

Financial Management Professionals first reported a position in KCE in Q3 2021 and held it in 4 quarters. The position peaked at $3.32M in Q4 2021. 117 funds tracked by Wall St. Rank hold KCE as of Q2 2025.

Financial Management Professionals reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q2 2025 after selling out during the quarter.
Financial Management Professionals sold 7,379 State Street SPDR S&P Capital Markets ETF shares in Q2 2025, an estimated $931K.
Financial Management Professionals first reported a position in State Street SPDR S&P Capital Markets ETF in Q3 2021 and held it in 4 quarters.
Financial Management Professionals's State Street SPDR S&P Capital Markets ETF position peaked at $3.32M in Q4 2021.
117 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q2 2025.

Based on Financial Management Professionals's 13F filing for Q2 2025, filed 15 Jul 2025.