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Legacy Investment Solutions’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$11.2K Buy
+77
New +$10K 0.01% 299
2024
Q4 		$11.2K Hold
77
– – 0.01% 269
2024
Q3 		$11K Buy
+77
New +$9.1K 0.01% 298

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
3F
360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Legacy Investment Solutions's KCE Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in State Street SPDR S&P Capital Markets ETF (KCE) in Q2 2025: 77 shares worth $11.2K. The stake represents 0.01% of the portfolio and ranks #299 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in KCE as recently as Q4 2024.

Legacy Investment Solutions first reported a position in KCE in Q3 2024 and has held it in 3 quarters since. 117 funds tracked by Wall St. Rank hold KCE as of Q2 2025.

  • Legacy Investment Solutions held 77 shares of State Street SPDR S&P Capital Markets ETF worth $11.2K as of Q2 2025.
  • State Street SPDR S&P Capital Markets ETF was a new Legacy Investment Solutions position in Q2 2025.
  • State Street SPDR S&P Capital Markets ETF made up 0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #299 holding.
  • Legacy Investment Solutions first reported a position in State Street SPDR S&P Capital Markets ETF in Q3 2024 and has held it in 3 quarters since.
  • 117 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.