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Oppenheimer & Co’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

Oppenheimer & Co’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
-11,507
Closed -$1.67M – 1701
2025
Q2 		$1.67M Buy
11,507
+414
+4% +$53.9K 0.02% 637
2025
Q1 		$1.4M Buy
11,093
+1,422
+15% +$194K 0.02% 664
2024
Q4 		$1.33M Buy
9,671
+649
+7% +$89.8K 0.02% 686
2024
Q3 		$1.13M Sell
9,022
-301
-3% -$35.6K 0.02% 749
2024
Q2 		$1.03M Buy
9,323
+1,409
+18% +$154K 0.02% 765
2024
Q1 		$875K Buy
+7,914
New +$819K 0.01% 785

Other funds holding KCE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $9.12B AUM 42.07% 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
PFA
Presper Financial Architects Akron, Ohio $168M AUM 12.94% 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
3F
360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Oppenheimer & Co's KCE Position: Q3 2025 in Review

Oppenheimer & Co sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q3 2025, closing a stake of 11,507 shares — an estimated $1.67M sold.

Oppenheimer & Co first reported a position in KCE in Q1 2024 and held it in 6 quarters. The position peaked at $1.67M in Q2 2025. 110 funds tracked by Wall St. Rank hold KCE as of Q3 2025.

  • Oppenheimer & Co reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q3 2025 after selling out during the quarter.
  • Oppenheimer & Co sold 11,507 State Street SPDR S&P Capital Markets ETF shares in Q3 2025, an estimated $1.67M.
  • Oppenheimer & Co first reported a position in State Street SPDR S&P Capital Markets ETF in Q1 2024 and held it in 6 quarters.
  • Oppenheimer & Co's State Street SPDR S&P Capital Markets ETF position peaked at $1.67M 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 Oppenheimer & Co's 13F filing for Q3 2025, filed 6 Nov 2025.