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 Q3	$1.16M	Sell	7,495 -5	-0.1%	-$810	0.32%	94
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

AWM

Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

WAS

WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WFP

Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Global Financial Private Client's KCE Position: Q3 2026 in Review

Global Financial Private Client reduced its State Street SPDR S&P Capital Markets ETF (KCE) stake by 0.07% in Q3 2026, selling an estimated $810 and leaving 7,495 shares worth $1.16M. The position accounts for 0.32% of the portfolio, ranked #94.

Global Financial Private Client first reported a position in KCE in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.19M in Q3 2025. 9 funds tracked by Wall St. Rank hold KCE as of Q3 2026.

Global Financial Private Client held 7,495 shares of State Street SPDR S&P Capital Markets ETF worth $1.16M as of Q3 2026.
Global Financial Private Client sold 5 State Street SPDR S&P Capital Markets ETF shares in Q3 2026, an estimated $810.
State Street SPDR S&P Capital Markets ETF made up 0.32% of Global Financial Private Client's portfolio in Q3 2026, its #94 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 11 quarters since.
Global Financial Private Client's State Street SPDR S&P Capital Markets ETF position peaked at $1.19M in Q3 2025.
9 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q3 2026.

Based on Global Financial Private Client's 13F filing for Q3 2026, filed 15 Oct 2026.