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

Merit 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	$1.69M	Sell	11,489 -821	-7%	-$123K	0.01%	828
2026 Q1	$1.69M	Sell	12,310 -1,964	-14%	-$290K	0.01%	746
2025 Q4	$2.14M	Sell	14,274 -1,205	-8%	-$179K	0.02%	624
2025 Q3	$2.37M	Sell	15,479 -957	-6%	-$147K	0.02%	510
2025 Q2	$2.38M	Sell	16,436 -28,899	-64%	-$3.76M	0.03%	464
2025 Q1	$5.72M	Buy	45,335 +4,426	+11%	+$605K	0.09%	197
2024 Q4	$5.63M	Buy	+40,909	New	+$5.66M	0.1%	169

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

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

Merit Financial Group reduced its State Street SPDR S&P Capital Markets ETF (KCE) stake by 6.7% in Q2 2026, selling an estimated $123K and leaving 11,489 shares worth $1.69M. The position accounts for 0.01% of the portfolio, ranked #828.

Merit Financial Group first reported a position in KCE in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.72M in Q1 2025. 99 funds tracked by Wall St. Rank hold KCE as of Q2 2026.

Merit Financial Group held 11,489 shares of State Street SPDR S&P Capital Markets ETF worth $1.69M as of Q2 2026.
Merit Financial Group sold 821 State Street SPDR S&P Capital Markets ETF shares in Q2 2026, an estimated $123K.
State Street SPDR S&P Capital Markets ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #828 holding.
Merit Financial Group first reported a position in State Street SPDR S&P Capital Markets ETF in Q4 2024 and has held it in 7 quarters since.
Merit Financial Group's State Street SPDR S&P Capital Markets ETF position peaked at $5.72M in Q1 2025.
99 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.