Global Retirement Partners’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

Global Retirement Partners’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
2025 Q4	$2.25K	Sell	15 -1	-6%	-$148	﹤0.01%	3691
2025 Q3	$2.5K	Hold	16	–	–	﹤0.01%	3238
2025 Q2	$2.37K	Buy	+16	New	+$2.08K	﹤0.01%	3183
2024 Q4	$2.07K	Sell	15 -922	-98%	-$128K	﹤0.01%	3062
2024 Q3	$117K	Sell	937 -7	-0.7%	-$827	﹤0.01%	1163
2024 Q2	$104K	Buy	944 +94	+11%	+$10.3K	﹤0.01%	1177
2024 Q1	$94K	Buy	850 +805	+1,789%	+$83.3K	﹤0.01%	1113
2023 Q4	$4.44K	Sell	45 -983	-96%	-$88.1K	﹤0.01%	2366
2023 Q3	$87K	Buy	+1,028	New	+$91.4K	﹤0.01%	995
2023 Q1	–	Sell	-6,741	Closed	-$532K	–	3285
2022 Q4	$532K	Hold	6,741	–	–	0.04%	366
2022 Q3	$536K	Buy	6,741 +704	+12%	+$56K	0.04%	348
2022 Q2	$440K	Buy	6,037 +1,402	+30%	+$112K	0.04%	375
2022 Q1	$359K	Buy	+4,635	New	+$436K	0.03%	414

Other funds holding KCE

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

PFA

Presper Financial Architects Akron, Ohio $168M AUM 12.94% 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 Zurich, Switzerland $666B AUM 30.12% 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 $295B AUM 31.6% 1-Year Est. Return

Global Retirement Partners's KCE Position: Q4 2025 in Review

Global Retirement Partners reduced its State Street SPDR S&P Capital Markets ETF (KCE) stake by 6.3% in Q4 2025, selling an estimated $148 and leaving 15 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #3691.

Global Retirement Partners first reported a position in KCE in Q1 2022 and has held it in 13 quarters since. The position peaked at $536K in Q3 2022. 102 funds tracked by Wall St. Rank hold KCE as of Q4 2025.

Global Retirement Partners held 15 shares of State Street SPDR S&P Capital Markets ETF worth $2.25K as of Q4 2025.
Global Retirement Partners sold 1 State Street SPDR S&P Capital Markets ETF share in Q4 2025, an estimated $148.
State Street SPDR S&P Capital Markets ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3691 holding.
Global Retirement Partners first reported a position in State Street SPDR S&P Capital Markets ETF in Q1 2022 and has held it in 13 quarters since.
Global Retirement Partners's State Street SPDR S&P Capital Markets ETF position peaked at $536K in Q3 2022.
102 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.