Legacy Wealth Management (Idaho)’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

Legacy Wealth Management (Idaho)’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	–	Sell	-77	Closed	-$10.6K	–	597
2026 Q1	$10.6K	Hold	77	–	–	0.01%	478
2025 Q4	$11.5K	Hold	77	–	–	0.01%	407
2025 Q3	$11.8K	Hold	77	–	–	0.01%	325
2025 Q2	$11.2K	Hold	77	–	–	0.01%	299
2025 Q1	$9.72K	Hold	77	–	–	0.01%	331
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MIH

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

Legacy Wealth Management (Idaho)'s KCE Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q2 2026, closing a stake of 77 shares — an estimated $10.6K sold.

Legacy Wealth Management (Idaho) first reported a position in KCE in Q3 2024 and held it in 7 quarters. The position peaked at $11.8K in Q3 2025. 99 funds tracked by Wall St. Rank hold KCE as of Q2 2026.

Legacy Wealth Management (Idaho) reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q2 2026 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 77 State Street SPDR S&P Capital Markets ETF shares in Q2 2026, an estimated $10.6K.
Legacy Wealth Management (Idaho) first reported a position in State Street SPDR S&P Capital Markets ETF in Q3 2024 and held it in 7 quarters.
Legacy Wealth Management (Idaho)'s State Street SPDR S&P Capital Markets ETF position peaked at $11.8K in Q3 2025.
99 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.