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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
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
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 $1.05B AUM 26.61% 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