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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $506M AUM 21.19% 1-Year Est. Return