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Lion Street Advisors’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

Lion Street Advisors’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
Q3 		– Sell
-1,494
Closed -$217K – 303
2025
Q2 		$217K Buy
+1,494
New +$194K 0.07% 254

Other funds holding KCE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PFA
Presper Financial Architects Akron, Ohio $192M AUM 21.89% 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
3F
360 Financial Wayzata, Minnesota $394M AUM 35.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Lion Street Advisors's KCE Position: Q3 2025 in Review

Lion Street Advisors sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q3 2025, closing a stake of 1,494 shares — an estimated $217K sold.

Lion Street Advisors first reported a position in KCE in Q2 2025 and held it in 1 quarter. The position peaked at $217K in Q2 2025. 110 funds tracked by Wall St. Rank hold KCE as of Q3 2025.

  • Lion Street Advisors reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q3 2025 after selling out during the quarter.
  • Lion Street Advisors sold 1,494 State Street SPDR S&P Capital Markets ETF shares in Q3 2025, an estimated $217K.
  • Lion Street Advisors first reported a position in State Street SPDR S&P Capital Markets ETF in Q2 2025 and held it in 1 quarter.
  • Lion Street Advisors's State Street SPDR S&P Capital Markets ETF position peaked at $217K in Q2 2025.
  • 110 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.