KAS
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Kestra Advisory Services’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

Kestra Advisory Services’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 		$267K Buy
1,942
+21
+1% +$3.1K ﹤0.01% 2727
2025
Q4 		$288K Sell
1,921
-5,955
-76% -$882K ﹤0.01% 2577
2025
Q3 		$1.2M Buy
7,876
+694
+10% +$106K 0.01% 1471
2025
Q2 		$1.04M Buy
7,182
+56
+0.8% +$7.29K 0.01% 1456
2025
Q1 		$899K Buy
7,126
+10
+0.1% +$1.37K ﹤0.01% 1453
2024
Q4 		$980K Sell
7,116
-141
-2% -$19.5K 0.01% 1433
2024
Q3 		$906K Buy
+7,257
New +$857K 0.01% 1382

Other funds holding KCE

Bank of America
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
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.05B AUM 26.61% 1-Year Est. Return
Fisher Asset Management
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