Private Trust Company’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

Private Trust Company’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	-861	Closed	-$132K	–	2622
2025 Q3	$132K	Buy	861 +11	+1%	+$1.69K	0.01%	906
2025 Q2	$123K	Sell	850 -218	-20%	-$28.4K	0.01%	889
2025 Q1	$135K	Sell	1,068 -86	-7%	-$11.8K	0.01%	837
2024 Q4	$159K	Buy	1,154 +426	+59%	+$58.9K	0.02%	774
2024 Q3	$90.9K	Buy	728 +700	+2,500%	+$82.7K	0.01%	960
2024 Q2	$3.09K	Buy	+28	New	+$3.06K	﹤0.01%	2072

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PFA

Presper Financial Architects Akron, Ohio $192M AUM 21.89% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Private Trust Company's KCE Position: Q4 2025 in Review

Private Trust Company sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q4 2025, closing a stake of 861 shares — an estimated $132K sold.

Private Trust Company first reported a position in KCE in Q2 2024 and held it in 6 quarters. The position peaked at $159K in Q4 2024. 102 funds tracked by Wall St. Rank hold KCE as of Q4 2025.

Private Trust Company reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q4 2025 after selling out during the quarter.
Private Trust Company sold 861 State Street SPDR S&P Capital Markets ETF shares in Q4 2025, an estimated $132K.
Private Trust Company first reported a position in State Street SPDR S&P Capital Markets ETF in Q2 2024 and held it in 6 quarters.
Private Trust Company's State Street SPDR S&P Capital Markets ETF position peaked at $159K in Q4 2024.
102 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q4 2025.

Based on Private Trust Company's 13F filing for Q4 2025, filed 26 Jan 2026.