Orion Capital Management’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

Orion Capital Management’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	$13.8K	Hold	93	–	–	﹤0.01%	383
2026 Q1	$12.8K	Hold	93	–	–	﹤0.01%	356
2025 Q4	$13.9K	Buy	93 +1	+1%	+$148	﹤0.01%	369
2025 Q3	$14.1K	Buy	92 +16	+21%	+$2.45K	﹤0.01%	367
2025 Q2	$11K	Buy	76 +1	+1%	+$130	﹤0.01%	355
2025 Q1	$9.52K	Buy	75 +35	+88%	+$4.79K	﹤0.01%	361
2024 Q4	$5.53K	Buy	+40	New	+$5.53K	﹤0.01%	391

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

Orion Capital Management's KCE Position: Q2 2026 in Review

Orion Capital Management held its State Street SPDR S&P Capital Markets ETF (KCE) position steady in Q2 2026 at 93 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #383.

Orion Capital Management first reported a position in KCE in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.1K in Q3 2025. 99 funds tracked by Wall St. Rank hold KCE as of Q2 2026.

Orion Capital Management held 93 shares of State Street SPDR S&P Capital Markets ETF worth $13.8K as of Q2 2026.
Orion Capital Management left its State Street SPDR S&P Capital Markets ETF share count unchanged in Q2 2026.
State Street SPDR S&P Capital Markets ETF made up ﹤0.01% of Orion Capital Management's portfolio in Q2 2026, its #383 holding.
Orion Capital Management first reported a position in State Street SPDR S&P Capital Markets ETF in Q4 2024 and has held it in 7 quarters since.
Orion Capital Management's State Street SPDR S&P Capital Markets ETF position peaked at $14.1K 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 Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.