Janney Montgomery Scott’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

Janney Montgomery Scott’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	$631K	Sell	4,584 -800	-15%	-$118K	﹤0.01%	1907
2025 Q4	$807K	Sell	5,384 -1,105	-17%	-$164K	﹤0.01%	1866
2025 Q3	$992K	Buy	6,489 +835	+15%	+$128K	﹤0.01%	1697
2025 Q2	$819K	Sell	5,654 -879	-13%	-$114K	﹤0.01%	1716
2025 Q1	$824K	Sell	6,533 -747	-10%	-$102K	﹤0.01%	1667
2024 Q4	$1M	Buy	7,280 +4,023	+124%	+$556K	﹤0.01%	1529
2024 Q3	$407K	Buy	+3,257	New	+$385K	﹤0.01%	2102
2019 Q1	–	Sell	-10,870	Closed	-$519K	–	2044
2018 Q4	$519K	Sell	10,870 -61,841	-85%	-$3.2M	0.01%	1271
2018 Q3	$4.09M	Sell	72,711 -23,099	-24%	-$1.35M	0.04%	464
2018 Q2	$5.56M	Sell	95,810 -4,914	-5%	-$293K	0.05%	349
2018 Q1	$5.87M	Buy	100,724 +18,513	+23%	+$1.1M	0.06%	333
2017 Q4	$4.76M	Buy	82,211 +18,104	+28%	+$995K	0.05%	372
2017 Q3	$3.36M	Buy	64,107 +3,036	+5%	+$152K	0.04%	433
2017 Q2	$3M	Buy	61,071 +2,743	+5%	+$129K	0.04%	440
2017 Q1	$2.73M	Buy	58,328 +3,547	+6%	+$166K	0.04%	459
2016 Q4	$2.46M	Buy	+54,781	New	+$2.34M	0.04%	441

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

Janney Montgomery Scott's KCE Position: Q1 2026 in Review

Janney Montgomery Scott reduced its State Street SPDR S&P Capital Markets ETF (KCE) stake by 15% in Q1 2026, selling an estimated $118K and leaving 4,584 shares worth $631K. The position accounts for ﹤0.01% of the portfolio, ranked #1907.

Janney Montgomery Scott first reported a position in KCE in Q4 2016 and has held it in 16 quarters since. The position peaked at $5.87M in Q1 2018. 98 funds tracked by Wall St. Rank hold KCE as of Q1 2026.

Janney Montgomery Scott held 4,584 shares of State Street SPDR S&P Capital Markets ETF worth $631K as of Q1 2026.
Janney Montgomery Scott sold 800 State Street SPDR S&P Capital Markets ETF shares in Q1 2026, an estimated $118K.
State Street SPDR S&P Capital Markets ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1907 holding.
Janney Montgomery Scott first reported a position in State Street SPDR S&P Capital Markets ETF in Q4 2016 and has held it in 16 quarters since.
Janney Montgomery Scott's State Street SPDR S&P Capital Markets ETF position peaked at $5.87M in Q1 2018.
98 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.