Global Financial Private Client’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

Global Financial Private Client’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	$1.1M	Sell	7,500 -78	-1%	-$11.7K	0.3%	101
2026 Q1	$1.04M	Sell	7,578 -88	-1%	-$13K	0.34%	90
2025 Q4	$1.15M	Sell	7,666 -143	-2%	-$21.2K	0.4%	76
2025 Q3	$1.19M	Sell	7,809 -317	-4%	-$48.6K	0.43%	74
2025 Q2	$1.18M	Sell	8,126 -4	-0%	-$521	0.44%	65
2025 Q1	$1.03M	Sell	8,130 -240	-3%	-$32.8K	0.39%	70
2024 Q4	$1.15M	Buy	8,370 +687	+9%	+$95K	0.43%	63
2024 Q3	$959K	Sell	7,683 -32	-0.4%	-$3.78K	0.37%	73
2024 Q2	$851K	Buy	7,715 +3,783	+96%	+$414K	0.36%	78
2024 Q1	$431K	Buy	+3,932	New	+$407K	0.19%	132

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

Global Financial Private Client's KCE Position: Q2 2026 in Review

Global Financial Private Client reduced its State Street SPDR S&P Capital Markets ETF (KCE) stake by 1% in Q2 2026, selling an estimated $11.7K and leaving 7,500 shares worth $1.1M. The position accounts for 0.3% of the portfolio, ranked #101.

Global Financial Private Client first reported a position in KCE in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.19M in Q3 2025. 99 funds tracked by Wall St. Rank hold KCE as of Q2 2026.

Global Financial Private Client held 7,500 shares of State Street SPDR S&P Capital Markets ETF worth $1.1M as of Q2 2026.
Global Financial Private Client sold 78 State Street SPDR S&P Capital Markets ETF shares in Q2 2026, an estimated $11.7K.
State Street SPDR S&P Capital Markets ETF made up 0.3% of Global Financial Private Client's portfolio in Q2 2026, its #101 holding.
Global Financial Private Client first reported a position in State Street SPDR S&P Capital Markets ETF in Q1 2024 and has held it in 10 quarters since.
Global Financial Private Client's State Street SPDR S&P Capital Markets ETF position peaked at $1.19M in Q3 2025.
99 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.