HighTower Advisors’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

HighTower Advisors’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	$3.11M	Sell	22,614 -201	-0.9%	-$29.7K	﹤0.01%	1453
2025 Q4	$3.42M	Sell	22,815 -1,573	-6%	-$233K	﹤0.01%	1370
2025 Q3	$3.73M	Sell	24,388 -195	-0.8%	-$29.9K	﹤0.01%	1274
2025 Q2	$3.56M	Buy	24,583 +5	+0%	+$651	﹤0.01%	1257
2025 Q1	$3.1M	Buy	24,578 +1,568	+7%	+$214K	﹤0.01%	1286
2024 Q4	$3.17M	Buy	23,010 +1,617	+8%	+$224K	﹤0.01%	1267
2024 Q3	$2.68M	Buy	+21,393	New	+$2.53M	﹤0.01%	1332
2023 Q1	–	Sell	-6,763	Closed	-$534K	–	3550
2022 Q4	$534K	Sell	6,763 -2,967	-30%	-$236K	﹤0.01%	2091
2022 Q3	$695K	Sell	9,730 -579	-6%	-$46K	﹤0.01%	1818
2022 Q2	$756K	Sell	10,309 -12,983	-56%	-$1.04M	﹤0.01%	1816
2022 Q1	$2.13M	Buy	23,292 +2,628	+13%	+$247K	﹤0.01%	1338
2021 Q4	$2.14M	Buy	20,664 +1,443	+8%	+$150K	﹤0.01%	1331
2021 Q3	$1.84M	Buy	19,221 +10,980	+133%	+$1.06M	﹤0.01%	1298
2021 Q2	$773K	Buy	8,241 +5,868	+247%	+$533K	﹤0.01%	1794
2021 Q1	$200K	Buy	+2,373	New	+$192K	﹤0.01%	2606
2020 Q3	–	Sell	-4,670	Closed	-$262K	–	2613
2020 Q2	$262K	Sell	4,670 -50,888	-92%	-$2.67M	﹤0.01%	1825
2020 Q1	$2.52M	Buy	55,558 +7,713	+16%	+$434K	0.02%	665
2019 Q4	$2.83M	Sell	47,845 -1,390	-3%	-$79.1K	0.02%	754
2019 Q3	$2.69M	Buy	49,235 +403	+0.8%	+$22.3K	0.01%	787
2019 Q2	$2.71M	Sell	48,832 -230	-0.5%	-$12.7K	0.02%	790
2019 Q1	$2.62M	Buy	49,062 +18,049	+58%	+$949K	0.02%	751
2018 Q4	$1.47M	Sell	31,013 -16,622	-35%	-$860K	0.01%	885
2018 Q3	$2.68M	Sell	47,635 -1,480	-3%	-$86.4K	0.02%	734
2018 Q2	$2.84M	Buy	49,115 +63	+0.1%	+$3.76K	0.02%	719
2018 Q1	$2.86M	Sell	49,052 -24,928	-34%	-$1.48M	0.02%	674
2017 Q4	$4.29M	Buy	+73,980	New	+$4.07M	0.04%	534

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

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

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

KHLMTHM

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

HighTower Advisors's KCE Position: Q1 2026 in Review

HighTower Advisors reduced its State Street SPDR S&P Capital Markets ETF (KCE) stake by 0.88% in Q1 2026, selling an estimated $29.7K and leaving 22,614 shares worth $3.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1453.

HighTower Advisors first reported a position in KCE in Q4 2017 and has held it in 26 quarters since. The position peaked at $4.29M in Q4 2017. 98 funds tracked by Wall St. Rank hold KCE as of Q1 2026.

HighTower Advisors held 22,614 shares of State Street SPDR S&P Capital Markets ETF worth $3.11M as of Q1 2026.
HighTower Advisors sold 201 State Street SPDR S&P Capital Markets ETF shares in Q1 2026, an estimated $29.7K.
State Street SPDR S&P Capital Markets ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #1453 holding.
HighTower Advisors first reported a position in State Street SPDR S&P Capital Markets ETF in Q4 2017 and has held it in 26 quarters since.
HighTower Advisors's State Street SPDR S&P Capital Markets ETF position peaked at $4.29M in Q4 2017.
98 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.