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Sound Income Strategies’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

Sound Income Strategies’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 		– Sell
-1,322
Closed -$181K – 1500
2026
Q1 		$181K Hold
1,322
– – 0.01% 445
2025
Q4 		$213K Buy
+1,322
New +$196K 0.01% 403

Other funds holding KCE

RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
GFPC
Global Financial Private Client Sarasota, Florida $369M AUM 34.4% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WFP
Worthington Financial Partners Worthington, Ohio $121M AUM

Sound Income Strategies's KCE Position: Q2 2026 in Review

Sound Income Strategies sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q2 2026, closing a stake of 1,322 shares — an estimated $181K sold.

Sound Income Strategies first reported a position in KCE in Q4 2025 and held it in 2 quarters. The position peaked at $213K in Q4 2025. 24 funds tracked by Wall St. Rank hold KCE as of Q2 2026.

  • Sound Income Strategies reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 1,322 State Street SPDR S&P Capital Markets ETF shares in Q2 2026, an estimated $181K.
  • Sound Income Strategies first reported a position in State Street SPDR S&P Capital Markets ETF in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's State Street SPDR S&P Capital Markets ETF position peaked at $213K in Q4 2025.
  • 24 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.