Gladstone Institutional Advisory’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

Gladstone Institutional Advisory’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	$247K	Sell	1,678 -147	-8%	-$22.1K	0.01%	800
2026 Q1	$251K	Sell	1,825 -2,601	-59%	-$384K	0.01%	735
2025 Q4	$664K	Sell	4,426 -1,346	-23%	-$199K	0.03%	445
2025 Q3	$882K	Sell	5,772 -125	-2%	-$19.2K	0.03%	395
2025 Q2	$855K	Sell	5,897 -60	-1%	-$7.81K	0.04%	378
2025 Q1	$752K	Sell	5,957 -51	-0.8%	-$6.97K	0.04%	383
2024 Q4	$827K	Sell	6,008 -2,096	-26%	-$290K	0.04%	362
2024 Q3	$1.01M	Buy	+8,104	New	+$957K	0.05%	323

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

Gladstone Institutional Advisory's KCE Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its State Street SPDR S&P Capital Markets ETF (KCE) stake by 8.1% in Q2 2026, selling an estimated $22.1K and leaving 1,678 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #800.

Gladstone Institutional Advisory first reported a position in KCE in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.01M in Q3 2024. 99 funds tracked by Wall St. Rank hold KCE as of Q2 2026.

Gladstone Institutional Advisory held 1,678 shares of State Street SPDR S&P Capital Markets ETF worth $247K as of Q2 2026.
Gladstone Institutional Advisory sold 147 State Street SPDR S&P Capital Markets ETF shares in Q2 2026, an estimated $22.1K.
State Street SPDR S&P Capital Markets ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #800 holding.
Gladstone Institutional Advisory first reported a position in State Street SPDR S&P Capital Markets ETF in Q3 2024 and has held it in 8 quarters since.
Gladstone Institutional Advisory's State Street SPDR S&P Capital Markets ETF position peaked at $1.01M in Q3 2024.
99 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.