Grimes & Company’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

Grimes & Company’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	$1.42M	Sell	9,674 -580	-6%	-$87.1K	0.03%	222
2026 Q1	$1.41M	Sell	10,254 -40,211	-80%	-$5.93M	0.04%	210
2025 Q4	$7.57M	Sell	50,465 -1,844	-4%	-$273K	0.18%	93
2025 Q3	$8M	Sell	52,309 -1,466	-3%	-$225K	0.2%	91
2025 Q2	$7.79M	Buy	+53,775	New	+$7M	0.21%	95

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

Grimes & Company's KCE Position: Q2 2026 in Review

Grimes & Company reduced its State Street SPDR S&P Capital Markets ETF (KCE) stake by 5.7% in Q2 2026, selling an estimated $87.1K and leaving 9,674 shares worth $1.42M. The position accounts for 0.03% of the portfolio, ranked #222.

Grimes & Company first reported a position in KCE in Q2 2025 and has held it in 5 quarters since. The position peaked at $8M in Q3 2025. 99 funds tracked by Wall St. Rank hold KCE as of Q2 2026.

Grimes & Company held 9,674 shares of State Street SPDR S&P Capital Markets ETF worth $1.42M as of Q2 2026.
Grimes & Company sold 580 State Street SPDR S&P Capital Markets ETF shares in Q2 2026, an estimated $87.1K.
State Street SPDR S&P Capital Markets ETF made up 0.03% of Grimes & Company's portfolio in Q2 2026, its #222 holding.
Grimes & Company first reported a position in State Street SPDR S&P Capital Markets ETF in Q2 2025 and has held it in 5 quarters since.
Grimes & Company's State Street SPDR S&P Capital Markets ETF position peaked at $8M 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 Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.