Principal Securities’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

Principal Securities’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 Q4	–	Sell	-210	Closed	-$32.1K	–	2527
2025 Q3	$32.1K	Hold	210	–	–	﹤0.01%	2180
2025 Q2	$30.4K	Buy	210 +135	+180%	+$17.6K	﹤0.01%	2124
2025 Q1	$10.3K	Hold	75	–	–	﹤0.01%	2509
2024 Q4	$10.3K	Sell	75 -169	-69%	-$23.4K	﹤0.01%	2505
2024 Q3	$30.5K	Buy	244 +7	+3%	+$827	﹤0.01%	1914
2024 Q2	$26.1K	Buy	+237	New	+$25.9K	﹤0.01%	1925
2024 Q1	–	Sell	-251	Closed	-$26K	–	3362
2023 Q4	$25.6K	Buy	+251	New	+$22.5K	﹤0.01%	1798

Other funds holding KCE

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $295B AUM 31.6% 1-Year Est. Return

Principal Securities's KCE Position: Q4 2025 in Review

Principal Securities sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q4 2025, closing a stake of 210 shares — an estimated $32.1K sold.

Principal Securities first reported a position in KCE in Q4 2023 and held it in 7 quarters. The position peaked at $32.1K in Q3 2025. 102 funds tracked by Wall St. Rank hold KCE as of Q4 2025.

Principal Securities reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 210 State Street SPDR S&P Capital Markets ETF shares in Q4 2025, an estimated $32.1K.
Principal Securities first reported a position in State Street SPDR S&P Capital Markets ETF in Q4 2023 and held it in 7 quarters.
Principal Securities's State Street SPDR S&P Capital Markets ETF position peaked at $32.1K in Q3 2025.
102 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.