HF Advisory Group’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

HF Advisory Group’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	$401K	Sell	2,721 -4	-0.1%	-$601	0.12%	142
2026 Q1	$375K	Sell	2,725 -167	-6%	-$24.6K	0.13%	136
2025 Q4	$434K	Buy	2,892 +421	+17%	+$62.4K	0.15%	133
2025 Q3	$378K	Sell	2,471 -235	-9%	-$36K	0.14%	137
2025 Q2	$392K	Buy	2,706 +24	+0.9%	+$3.12K	0.16%	131
2025 Q1	$338K	Sell	2,682 -194	-7%	-$26.5K	0.15%	133
2024 Q4	$396K	Sell	2,876 -138	-5%	-$19.1K	0.18%	126
2024 Q3	$376K	Sell	3,014 -127	-4%	-$15K	0.17%	131
2024 Q2	$346K	Buy	3,141 +25	+0.8%	+$2.73K	0.18%	130
2024 Q1	$344K	Sell	3,116 -1,651	-35%	-$171K	0.19%	132
2023 Q4	$486K	Sell	4,767 -191	-4%	-$17.1K	0.31%	102
2023 Q3	$430K	Sell	4,958 -43	-0.9%	-$3.82K	0.32%	104
2023 Q2	$425K	Buy	5,001 +149	+3%	+$12.1K	0.34%	96
2023 Q1	$403K	Sell	4,852 -411	-8%	-$35.3K	0.36%	88
2022 Q4	$415K	Buy	+5,263	New	+$419K	0.42%	80

Other funds holding KCE

AWM

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

WAS

WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

MSG

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

NWM

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

CHC

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

IBOK

Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

HF Advisory Group's KCE Position: Q2 2026 in Review

HF Advisory Group reduced its State Street SPDR S&P Capital Markets ETF (KCE) stake by 0.15% in Q2 2026, selling an estimated $601 and leaving 2,721 shares worth $401K. The position accounts for 0.12% of the portfolio, ranked #142.

HF Advisory Group first reported a position in KCE in Q4 2022 and has held it in 15 quarters since. The position peaked at $486K in Q4 2023. 12 funds tracked by Wall St. Rank hold KCE as of Q2 2026.

HF Advisory Group held 2,721 shares of State Street SPDR S&P Capital Markets ETF worth $401K as of Q2 2026.
HF Advisory Group sold 4 State Street SPDR S&P Capital Markets ETF shares in Q2 2026, an estimated $601.
State Street SPDR S&P Capital Markets ETF made up 0.12% of HF Advisory Group's portfolio in Q2 2026, its #142 holding.
HF Advisory Group first reported a position in State Street SPDR S&P Capital Markets ETF in Q4 2022 and has held it in 15 quarters since.
HF Advisory Group's State Street SPDR S&P Capital Markets ETF position peaked at $486K in Q4 2023.
12 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.