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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Fund Management Lady Lake, Florida $1.05B AUM 26.61% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $506M AUM 21.19% 1-Year Est. Return