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

IFP 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 Q3	$2.62K	Hold	17	–	–	﹤0.01%	4102
2026 Q2	$2.5K	Buy	+17	New	+$2.55K	﹤0.01%	4136
2024 Q2	–	Sell	-530	Closed	-$58.6K	–	3284
2024 Q1	$58.6K	Hold	530	–	–	﹤0.01%	1516
2023 Q4	$54K	Sell	530 -25	-5%	-$2.24K	﹤0.01%	1512
2023 Q3	$48.2K	Buy	555 +25	+5%	+$2.22K	﹤0.01%	1578
2023 Q2	$45K	Hold	530	–	–	﹤0.01%	1651
2023 Q1	$32K	Sell	530 -107	-17%	-$9.2K	﹤0.01%	1794
2022 Q4	$43K	Sell	637 -530	-45%	-$42.2K	﹤0.01%	2348
2022 Q3	$75K	Buy	1,167 +7	+0.6%	+$557	﹤0.01%	2062
2022 Q2	$74K	Hold	1,160	–	–	﹤0.01%	1893
2022 Q1	$74K	Buy	+1,160	New	+$109K	﹤0.01%	1892
2020 Q3	–	Sell	-118	Closed	-$6.89K	–	2931
2020 Q2	$6K	Sell	118 -98	-45%	-$5.15K	﹤0.01%	2011
2020 Q1	$10K	Sell	216 -149	-41%	-$8.38K	﹤0.01%	1772
2019 Q4	$22K	Hold	365	–	–	﹤0.01%	1583
2019 Q3	$19K	Buy	+365	New	+$20.2K	﹤0.01%	1785
2019 Q1	–	Sell	-362	Closed	-$17K	–	2909
2018 Q4	$17K	Hold	362	–	–	﹤0.01%	2216
2018 Q3	$20K	Hold	362	–	–	﹤0.01%	2452
2018 Q2	$21K	Sell	362 -124	-26%	-$7.4K	﹤0.01%	2432
2018 Q1	$28K	Hold	486	–	–	﹤0.01%	2181
2017 Q4	$28K	Buy	+486	New	+$26.7K	﹤0.01%	2209
2017 Q2	–	Sell	-106	Closed	-$5K	–	4152
2017 Q1	$5K	Hold	106	–	–	﹤0.01%	3298
2016 Q4	$5K	Hold	106	–	–	﹤0.01%	3302
2016 Q3	$4K	Buy	+106	New	+$4.2K	﹤0.01%	3334

Other funds holding KCE

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Royal Fund Management Lady Lake, Florida $1.26B AUM 23.83% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

TigerOak Management Albuquerque, New Mexico $382M AUM 25.14% 1-Year Est. Return

WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Global Financial Private Client Sarasota, Florida $362M AUM 25.34% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

IFP Advisors's KCE Position: Q3 2026 in Review

IFP Advisors held its State Street SPDR S&P Capital Markets ETF (KCE) position steady in Q3 2026 at 17 shares worth $2.62K. The position accounts for ﹤0.01% of the portfolio, ranked #4102.

IFP Advisors first reported a position in KCE in Q3 2016 and has held it in 23 quarters since. The position peaked at $75K in Q3 2022. 23 funds tracked by Wall St. Rank hold KCE as of Q3 2026.

IFP Advisors held 17 shares of State Street SPDR S&P Capital Markets ETF worth $2.62K as of Q3 2026.
IFP Advisors left its State Street SPDR S&P Capital Markets ETF share count unchanged in Q3 2026.
State Street SPDR S&P Capital Markets ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4102 holding.
IFP Advisors first reported a position in State Street SPDR S&P Capital Markets ETF in Q3 2016 and has held it in 23 quarters since.
IFP Advisors's State Street SPDR S&P Capital Markets ETF position peaked at $75K in Q3 2022.
23 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.