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
2026 Q2	$3.68K	Buy	+25	New	+$3.76K	﹤0.01%	3803
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 $1.55T 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 Retirement Partners's KCE Position: Q2 2026 in Review

Global Retirement Partners opened a new position in State Street SPDR S&P Capital Markets ETF (KCE) in Q2 2026: 25 shares worth $3.68K. The stake represents ﹤0.01% of the portfolio and ranks #3803 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in KCE as recently as Q4 2025.

Global Retirement Partners first reported a position in KCE in Q1 2022 and has held it in 14 quarters since. The position peaked at $536K in Q3 2022. 99 funds tracked by Wall St. Rank hold KCE as of Q2 2026.

Global Retirement Partners held 25 shares of State Street SPDR S&P Capital Markets ETF worth $3.68K as of Q2 2026.
State Street SPDR S&P Capital Markets ETF was a new Global Retirement Partners position in Q2 2026.
State Street SPDR S&P Capital Markets ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3803 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 14 quarters since.
Global Retirement Partners's State Street SPDR S&P Capital Markets ETF position peaked at $536K in Q3 2022.
99 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.