Stephens Inc’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

Stephens Inc’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	$804K	Buy	5,458 +40	+0.7%	+$6.01K	0.01%	741
2026 Q1	$746K	Sell	5,418 -28	-0.5%	-$4.13K	0.01%	729
2025 Q4	$817K	Sell	5,446 -54	-1%	-$8K	0.01%	677
2025 Q3	$841K	Sell	5,500 -38	-0.7%	-$5.83K	0.01%	690
2025 Q2	$803K	Sell	5,538 -13	-0.2%	-$1.69K	0.01%	691
2025 Q1	$700K	Buy	+5,551	New	+$759K	0.01%	703

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

KHLMTHM

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $809M AUM 25.2% 1-Year Est. Return

Stephens Inc's KCE Position: Q2 2026 in Review

Stephens Inc increased its State Street SPDR S&P Capital Markets ETF (KCE) stake by 0.74% in Q2 2026, buying an estimated $6.01K and bringing the position to 5,458 shares worth $804K. The position accounts for 0.01% of the portfolio, ranked #741.

Stephens Inc first reported a position in KCE in Q1 2025 and has held it in 6 quarters since. The position peaked at $841K in Q3 2025. 99 funds tracked by Wall St. Rank hold KCE as of Q2 2026.

Stephens Inc held 5,458 shares of State Street SPDR S&P Capital Markets ETF worth $804K as of Q2 2026.
Stephens Inc bought 40 State Street SPDR S&P Capital Markets ETF shares in Q2 2026, an estimated $6.01K.
State Street SPDR S&P Capital Markets ETF made up 0.01% of Stephens Inc's portfolio in Q2 2026, its #741 holding.
Stephens Inc first reported a position in State Street SPDR S&P Capital Markets ETF in Q1 2025 and has held it in 6 quarters since.
Stephens Inc's State Street SPDR S&P Capital Markets ETF position peaked at $841K in Q3 2025.
99 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.