Larson Financial Group’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

Larson Financial Group’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	$148K	Buy	1,003 +678	+209%	+$102K	﹤0.01%	983
2026 Q1	$44.7K	Sell	325 -10	-3%	-$1.48K	﹤0.01%	1416
2025 Q4	$50.2K	Sell	335 -1	-0.3%	-$148	﹤0.01%	1224
2025 Q3	$51.4K	Sell	336 -22	-6%	-$3.37K	﹤0.01%	1151
2025 Q2	$51.9K	Sell	358 -14	-4%	-$1.82K	﹤0.01%	1056
2025 Q1	$46.9K	Buy	372 +8	+2%	+$1.09K	﹤0.01%	1048
2024 Q4	$50.1K	Sell	364 -6	-2%	-$830	﹤0.01%	901
2024 Q3	$46.2K	Buy	370 +68	+23%	+$8.03K	﹤0.01%	930
2024 Q2	$33.3K	Buy	302 +33	+12%	+$3.61K	﹤0.01%	906
2024 Q1	$29.7K	Buy	269 +29	+12%	+$3K	﹤0.01%	804
2023 Q4	$24.5K	Buy	+240	New	+$21.5K	﹤0.01%	797

Other funds holding KCE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $336B AUM 34.66% 1-Year Est. Return

KHLMTHM

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $809M AUM 25.2% 1-Year Est. Return

Larson Financial Group's KCE Position: Q2 2026 in Review

Larson Financial Group increased its State Street SPDR S&P Capital Markets ETF (KCE) stake by 209% in Q2 2026, buying an estimated $102K and bringing the position to 1,003 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #983.

Larson Financial Group first reported a position in KCE in Q4 2023 and has held it in 11 quarters since. 99 funds tracked by Wall St. Rank hold KCE as of Q2 2026.

Larson Financial Group held 1,003 shares of State Street SPDR S&P Capital Markets ETF worth $148K as of Q2 2026.
Larson Financial Group bought 678 State Street SPDR S&P Capital Markets ETF shares in Q2 2026, an estimated $102K.
State Street SPDR S&P Capital Markets ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #983 holding.
Larson Financial Group first reported a position in State Street SPDR S&P Capital Markets ETF in Q4 2023 and has held it in 11 quarters since.
99 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.