Spire Wealth Management’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

Spire Wealth 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
2025 Q2	–	Sell	-40	Closed	-$5.1K	–	2480
2025 Q1	$5.1K	Hold	40	–	–	﹤0.01%	2052
2024 Q4	$5.51K	Hold	40	–	–	﹤0.01%	2016
2024 Q3	$5K	Sell	40 -73	-65%	-$8.62K	﹤0.01%	1826
2024 Q2	$12.5K	Hold	113	–	–	﹤0.01%	1578
2024 Q1	$12.5K	Hold	113	–	–	﹤0.01%	1649
2023 Q4	$11.3K	Hold	113	–	–	﹤0.01%	1722
2023 Q3	$9.8K	Hold	113	–	–	﹤0.01%	1737
2023 Q2	$9.59K	Hold	113	–	–	﹤0.01%	1833
2023 Q1	$9.39K	Hold	113	–	–	﹤0.01%	1872
2022 Q4	$9K	Hold	113	–	–	﹤0.01%	1659
2022 Q3	$8K	Hold	113	–	–	﹤0.01%	1625
2022 Q2	$8K	Hold	113	–	–	﹤0.01%	1993
2022 Q1	$10K	Hold	113	–	–	﹤0.01%	2031
2021 Q4	$12K	Sell	113 -113	-50%	-$11.8K	﹤0.01%	2309
2021 Q3	$22K	Hold	226	–	–	﹤0.01%	1817
2021 Q2	$21K	Hold	226	–	–	﹤0.01%	1851
2021 Q1	$19K	Buy	+226	New	+$18.3K	﹤0.01%	2166

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

KHLMVGHM

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

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

360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return

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

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

Spire Wealth Management's KCE Position: Q2 2025 in Review

Spire Wealth Management sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q2 2025, closing a stake of 40 shares — an estimated $5.1K sold.

Spire Wealth Management first reported a position in KCE in Q1 2021 and held it in 17 quarters. The position peaked at $22K in Q3 2021. 117 funds tracked by Wall St. Rank hold KCE as of Q2 2025.

Spire Wealth Management reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q2 2025 after selling out during the quarter.
Spire Wealth Management sold 40 State Street SPDR S&P Capital Markets ETF shares in Q2 2025, an estimated $5.1K.
Spire Wealth Management first reported a position in State Street SPDR S&P Capital Markets ETF in Q1 2021 and held it in 17 quarters.
Spire Wealth Management's State Street SPDR S&P Capital Markets ETF position peaked at $22K in Q3 2021.
117 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.