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

LPL Financial’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	$17.5M	Sell	119,008 -23,623	-17%	-$3.55M	﹤0.01%	1672
2026 Q1	$19.6M	Sell	142,631 -11,671	-8%	-$1.72M	0.01%	1480
2025 Q4	$23.1M	Sell	154,302 -52,921	-26%	-$7.84M	0.01%	1315
2025 Q3	$31.7M	Buy	207,223 +75,412	+57%	+$11.6M	0.01%	1083
2025 Q2	$19.1M	Sell	131,811 -19,330	-13%	-$2.52M	0.01%	1287
2025 Q1	$19.1M	Sell	151,141 -28,648	-16%	-$3.92M	0.01%	1179
2024 Q4	$24.8M	Buy	179,789 +50,977	+40%	+$7.05M	0.01%	969
2024 Q3	$16.1M	Sell	128,812 -21,077	-14%	-$2.49M	0.01%	1161
2024 Q2	$16.5M	Buy	149,889 +63,601	+74%	+$6.96M	0.01%	1055
2024 Q1	$9.54M	Buy	86,288 +40,604	+89%	+$4.2M	0.01%	1364
2023 Q4	$4.66M	Buy	45,684 +15,654	+52%	+$1.4M	﹤0.01%	1730
2023 Q3	$2.61M	Buy	30,030 +12,233	+69%	+$1.09M	﹤0.01%	2091
2023 Q2	$1.51M	Buy	17,797 +4,259	+31%	+$347K	﹤0.01%	2504
2023 Q1	$1.12M	Buy	13,538 +3,325	+33%	+$286K	﹤0.01%	2666
2022 Q4	$805K	Sell	10,213 -9,239	-47%	-$735K	﹤0.01%	2813
2022 Q3	$1.39M	Buy	19,452 +7,488	+63%	+$595K	﹤0.01%	2272
2022 Q2	$873K	Sell	11,964 -14,091	-54%	-$1.13M	﹤0.01%	2684
2022 Q1	$2.38M	Sell	26,055 -30,751	-54%	-$2.89M	﹤0.01%	1919
2021 Q4	$5.89M	Buy	56,806 +30,187	+113%	+$3.15M	﹤0.01%	1352
2021 Q3	$2.54M	Buy	26,619 +7,876	+42%	+$759K	﹤0.01%	1874
2021 Q2	$1.76M	Sell	18,743 -526	-3%	-$47.7K	﹤0.01%	2081
2021 Q1	$1.63M	Sell	19,269 -424	-2%	-$34.3K	﹤0.01%	1997
2020 Q4	$1.48M	Buy	+19,693	New	+$1.33M	﹤0.01%	1886
2018 Q3	–	Sell	-3,684	Closed	-$214K	–	3273
2018 Q2	$214K	Buy	+3,684	New	+$220K	﹤0.01%	2935
2018 Q1	–	Sell	-4,555	Closed	-$264K	–	3223
2017 Q4	$264K	Buy	+4,555	New	+$250K	﹤0.01%	2609
2014 Q1	–	Sell	-56,010	Closed	-$2.81M	–	2690
2013 Q4	$2.81M	Buy	+56,010	New	+$2.59M	0.02%	663

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

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

TigerOak Management Albuquerque, New Mexico $356M AUM 29.85% 1-Year Est. Return

LPL Financial's KCE Position: Q2 2026 in Review

LPL Financial reduced its State Street SPDR S&P Capital Markets ETF (KCE) stake by 17% in Q2 2026, selling an estimated $3.55M and leaving 119,008 shares worth $17.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1672.

LPL Financial first reported a position in KCE in Q4 2013 and has held it in 26 quarters since. The position peaked at $31.7M in Q3 2025. 99 funds tracked by Wall St. Rank hold KCE as of Q2 2026.

LPL Financial held 119,008 shares of State Street SPDR S&P Capital Markets ETF worth $17.5M as of Q2 2026.
LPL Financial sold 23,623 State Street SPDR S&P Capital Markets ETF shares in Q2 2026, an estimated $3.55M.
State Street SPDR S&P Capital Markets ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1672 holding.
LPL Financial first reported a position in State Street SPDR S&P Capital Markets ETF in Q4 2013 and has held it in 26 quarters since.
LPL Financial's State Street SPDR S&P Capital Markets ETF position peaked at $31.7M 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 LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.