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

NewEdge 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
2026 Q2	$311K	Buy	2,112 +5	+0.2%	+$751	﹤0.01%	2460
2026 Q1	$290K	Buy	2,107 +2	+0.1%	+$295	﹤0.01%	2360
2025 Q4	$316K	Sell	2,105 -65	-3%	-$9.63K	﹤0.01%	2279
2025 Q3	$332K	Buy	2,170 +71	+3%	+$10.9K	﹤0.01%	2108
2025 Q2	$304K	Sell	2,099 -93	-4%	-$12.1K	﹤0.01%	2014
2025 Q1	$277K	Sell	2,192 -1,052	-32%	-$144K	﹤0.01%	1949
2024 Q4	$447K	Buy	3,244 +1,040	+47%	+$144K	﹤0.01%	1624
2024 Q3	$275K	Buy	2,204 +332	+18%	+$39.2K	﹤0.01%	1858
2024 Q2	$206K	Sell	1,872 -11	-0.6%	-$1.2K	﹤0.01%	1906
2024 Q1	$208K	Buy	+1,883	New	+$195K	﹤0.01%	1825
2023 Q4	–	Sell	-2,789	Closed	-$242K	–	3823
2023 Q3	$242K	Sell	2,789 -272	-9%	-$24.2K	﹤0.01%	1543
2023 Q2	$260K	Sell	3,061 -801	-21%	-$65.3K	﹤0.01%	1518
2023 Q1	$321K	Sell	3,862 -7,324	-65%	-$630K	﹤0.01%	1346
2022 Q4	$861K	Buy	+11,186	New	+$890K	0.02%	559
2022 Q1	–	Sell	-4,580	Closed	-$475K	–	1403
2021 Q4	$475K	Buy	+4,580	New	+$477K	0.01%	1105

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

NewEdge Advisors's KCE Position: Q2 2026 in Review

NewEdge Advisors increased its State Street SPDR S&P Capital Markets ETF (KCE) stake by 0.24% in Q2 2026, buying an estimated $751 and bringing the position to 2,112 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #2460.

NewEdge Advisors first reported a position in KCE in Q4 2021 and has held it in 15 quarters since. The position peaked at $861K in Q4 2022. 99 funds tracked by Wall St. Rank hold KCE as of Q2 2026.

NewEdge Advisors held 2,112 shares of State Street SPDR S&P Capital Markets ETF worth $311K as of Q2 2026.
NewEdge Advisors bought 5 State Street SPDR S&P Capital Markets ETF shares in Q2 2026, an estimated $751.
State Street SPDR S&P Capital Markets ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2460 holding.
NewEdge Advisors first reported a position in State Street SPDR S&P Capital Markets ETF in Q4 2021 and has held it in 15 quarters since.
NewEdge Advisors's State Street SPDR S&P Capital Markets ETF position peaked at $861K in Q4 2022.
99 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.