O'Shaughnessy Asset Management’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

O'Shaughnessy Asset 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	$4.27K	Sell	29 -74	-72%	-$11.1K	﹤0.01%	2492
2026 Q1	$14.2K	Buy	103 +46	+81%	+$6.79K	﹤0.01%	2380
2025 Q4	$8.55K	Hold	57	–	–	﹤0.01%	2427
2025 Q3	$8.71K	Buy	57 +29	+104%	+$4.45K	﹤0.01%	2360
2025 Q2	$4.06K	Sell	28 -17	-38%	-$2.21K	﹤0.01%	2243
2025 Q1	$5.68K	Hold	45	–	–	﹤0.01%	2167
2024 Q4	$6.2K	Hold	45	–	–	﹤0.01%	2089
2024 Q3	$5.9K	Hold	45	–	–	﹤0.01%	2030
2024 Q2	$4.96K	Buy	+45	New	+$4.92K	﹤0.01%	1882

Other funds holding KCE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

O'Shaughnessy Asset Management's KCE Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its State Street SPDR S&P Capital Markets ETF (KCE) stake by 72% in Q2 2026, selling an estimated $11.1K and leaving 29 shares worth $4.27K. The position accounts for ﹤0.01% of the portfolio, ranked #2492.

O'Shaughnessy Asset Management first reported a position in KCE in Q2 2024 and has held it in 9 quarters since. The position peaked at $14.2K in Q1 2026. 99 funds tracked by Wall St. Rank hold KCE as of Q2 2026.

O'Shaughnessy Asset Management held 29 shares of State Street SPDR S&P Capital Markets ETF worth $4.27K as of Q2 2026.
O'Shaughnessy Asset Management sold 74 State Street SPDR S&P Capital Markets ETF shares in Q2 2026, an estimated $11.1K.
State Street SPDR S&P Capital Markets ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2492 holding.
O'Shaughnessy Asset Management first reported a position in State Street SPDR S&P Capital Markets ETF in Q2 2024 and has held it in 9 quarters since.
O'Shaughnessy Asset Management's State Street SPDR S&P Capital Markets ETF position peaked at $14.2K in Q1 2026.
99 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.