Steward Partners Investment Advisory’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

Steward Partners Investment Advisory’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 Q1	$338K	Sell	2,459 -361	-13%	-$53.3K	﹤0.01%	1739
2025 Q4	$423K	Buy	2,820 +2	+0.1%	+$296	﹤0.01%	1521
2025 Q3	$431K	Sell	2,818 -14	-0.5%	-$2.15K	﹤0.01%	1459
2025 Q2	$410K	Sell	2,832 -2,443	-46%	-$318K	﹤0.01%	1396
2025 Q1	$665K	Sell	5,275 -19	-0.4%	-$2.6K	0.01%	1090
2024 Q4	$729K	Buy	5,294 +3,928	+288%	+$543K	0.01%	988
2024 Q3	$171K	Buy	1,366 +799	+141%	+$94.4K	﹤0.01%	1606
2024 Q2	$62.5K	Sell	567 -83	-13%	-$9.08K	﹤0.01%	1994
2024 Q1	$71.9K	Buy	650 +3	+0.5%	+$311	﹤0.01%	1924
2023 Q4	$66K	Sell	647 -90	-12%	-$8.06K	﹤0.01%	1858
2023 Q3	$63.9K	Buy	737 +3	+0.4%	+$267	﹤0.01%	1790
2023 Q2	$62.3K	Buy	734 +4	+0.5%	+$326	﹤0.01%	1790
2023 Q1	$60.7K	Sell	730 -246	-25%	-$21.1K	﹤0.01%	1794
2022 Q4	$76.9K	Buy	976 +5	+0.5%	+$398	﹤0.01%	1659
2022 Q3	$69K	Buy	971 +5	+0.5%	+$398	﹤0.01%	1643
2022 Q2	$70K	Hold	966	–	–	﹤0.01%	1640
2022 Q1	$88K	Sell	966 -9	-0.9%	-$846	﹤0.01%	1657
2021 Q4	$101K	Buy	975 +6	+0.6%	+$625	﹤0.01%	1601
2021 Q3	$92K	Sell	969 -36	-4%	-$3.47K	﹤0.01%	1584
2021 Q2	$95K	Sell	1,005 -2	-0.2%	-$182	﹤0.01%	2354
2021 Q1	$85K	Sell	1,007 -21	-2%	-$1.7K	﹤0.01%	1704
2020 Q4	$77K	Sell	1,028 -9	-0.9%	-$609	﹤0.01%	1473
2020 Q3	$60K	Sell	1,037 -15	-1%	-$876	﹤0.01%	1419
2020 Q2	$59K	Sell	1,052 -517	-33%	-$27.2K	﹤0.01%	1347
2020 Q1	$71K	Sell	1,569 -123	-7%	-$6.91K	﹤0.01%	1132
2019 Q4	$100K	Sell	1,692 -11,365	-87%	-$647K	﹤0.01%	1138
2019 Q3	$714K	Buy	13,057 +47	+0.4%	+$2.6K	0.02%	497
2019 Q2	$721K	Sell	13,010 -81	-0.6%	-$4.49K	0.03%	461
2019 Q1	$696K	Buy	13,091 +64	+0.5%	+$3.36K	0.03%	434
2018 Q4	$622K	Buy	13,027 +238	+2%	+$12.3K	0.03%	433
2018 Q3	$720K	Buy	12,789 +907	+8%	+$53K	0.03%	425
2018 Q2	$690K	Buy	11,882 +2,201	+23%	+$131K	0.04%	390
2018 Q1	$564K	Buy	9,681 +4,954	+105%	+$295K	0.04%	393
2017 Q4	$273K	Buy	4,727 +2,628	+125%	+$144K	0.02%	464
2017 Q3	$109K	Buy	+2,099	New	+$105K	0.01%	530

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

KHLMTHM

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $506M AUM 21.19% 1-Year Est. Return

Steward Partners Investment Advisory's KCE Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its State Street SPDR S&P Capital Markets ETF (KCE) stake by 13% in Q1 2026, selling an estimated $53.3K and leaving 2,459 shares worth $338K. The position accounts for ﹤0.01% of the portfolio, ranked #1739.

Steward Partners Investment Advisory first reported a position in KCE in Q3 2017 and has held it in 35 quarters since. The position peaked at $729K in Q4 2024. 98 funds tracked by Wall St. Rank hold KCE as of Q1 2026.

Steward Partners Investment Advisory held 2,459 shares of State Street SPDR S&P Capital Markets ETF worth $338K as of Q1 2026.
Steward Partners Investment Advisory sold 361 State Street SPDR S&P Capital Markets ETF shares in Q1 2026, an estimated $53.3K.
State Street SPDR S&P Capital Markets ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1739 holding.
Steward Partners Investment Advisory first reported a position in State Street SPDR S&P Capital Markets ETF in Q3 2017 and has held it in 35 quarters since.
Steward Partners Investment Advisory's State Street SPDR S&P Capital Markets ETF position peaked at $729K in Q4 2024.
98 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.