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Montag & Associates’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

Montag & Associates’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
Q1 		– Sell
-740
Closed -$111K – 973
2025
Q4 		$111K Hold
740
– – 0.01% 496
2025
Q3 		$113K Buy
+740
New +$113K 0.01% 471

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
KHLMTHM
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $506M AUM 21.19% 1-Year Est. Return

Montag & Associates's KCE Position: Q1 2026 in Review

Montag & Associates sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q1 2026, closing a stake of 740 shares — an estimated $111K sold.

Montag & Associates first reported a position in KCE in Q3 2025 and held it in 2 quarters. The position peaked at $113K in Q3 2025. 98 funds tracked by Wall St. Rank hold KCE as of Q1 2026.

  • Montag & Associates reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q1 2026 after selling out during the quarter.
  • Montag & Associates sold 740 State Street SPDR S&P Capital Markets ETF shares in Q1 2026, an estimated $111K.
  • Montag & Associates first reported a position in State Street SPDR S&P Capital Markets ETF in Q3 2025 and held it in 2 quarters.
  • Montag & Associates's State Street SPDR S&P Capital Markets ETF position peaked at $113K in Q3 2025.
  • 98 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.