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 Q2	$2.5K	Buy	+17	New	+$2.55K	﹤0.01%	4135
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	$48.1K	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%	2349
2022 Q3	$75K	Buy	1,167 +7	+0.6%	+$557	﹤0.01%	2063
2022 Q2	$74K	Hold	1,160	–	–	﹤0.01%	1892
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

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

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

GFPC

Global Financial Private Client Sarasota, Florida $369M AUM 34.4% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 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

IFP Advisors's KCE Position: Q2 2026 in Review

IFP Advisors opened a new position in State Street SPDR S&P Capital Markets ETF (KCE) in Q2 2026: 17 shares worth $2.5K. The stake represents ﹤0.01% of the portfolio and ranks #4135 among its holdings. This is a return to the name: IFP Advisors previously reported a position in KCE as recently as Q1 2024.

IFP Advisors first reported a position in KCE in Q3 2016 and has held it in 22 quarters since. The position peaked at $75K in Q3 2022. 16 funds tracked by Wall St. Rank hold KCE as of Q2 2026.

IFP Advisors held 17 shares of State Street SPDR S&P Capital Markets ETF worth $2.5K as of Q2 2026.
State Street SPDR S&P Capital Markets ETF was a new IFP Advisors position in Q2 2026.
State Street SPDR S&P Capital Markets ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4135 holding.
IFP Advisors first reported a position in State Street SPDR S&P Capital Markets ETF in Q3 2016 and has held it in 22 quarters since.
IFP Advisors's State Street SPDR S&P Capital Markets ETF position peaked at $75K in Q3 2022.
16 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.