Focus Partners Wealth
KCE icon

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

Focus Partners Wealth’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
Q1 		$220K Buy
1,601
+89
+6% +$13.1K ﹤0.01% 2370
2025
Q4 		$227K Buy
+1,512
New +$224K ﹤0.01% 2387

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
KHLMTHM
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $506M AUM 21.19% 1-Year Est. Return

Focus Partners Wealth's KCE Position: Q1 2026 in Review

Focus Partners Wealth increased its State Street SPDR S&P Capital Markets ETF (KCE) stake by 5.9% in Q1 2026, buying an estimated $13.1K and bringing the position to 1,601 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #2370.

Focus Partners Wealth first reported a position in KCE in Q4 2025 and has held it in 2 quarters since. The position peaked at $227K in Q4 2025. 98 funds tracked by Wall St. Rank hold KCE as of Q1 2026.

  • Focus Partners Wealth held 1,601 shares of State Street SPDR S&P Capital Markets ETF worth $220K as of Q1 2026.
  • Focus Partners Wealth bought 89 State Street SPDR S&P Capital Markets ETF shares in Q1 2026, an estimated $13.1K.
  • State Street SPDR S&P Capital Markets ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2370 holding.
  • Focus Partners Wealth first reported a position in State Street SPDR S&P Capital Markets ETF in Q4 2025 and has held it in 2 quarters since.
  • Focus Partners Wealth's State Street SPDR S&P Capital Markets ETF position peaked at $227K in Q4 2025.
  • 98 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.