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

Stratos Wealth Advisors’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	-1,653	Closed	-$253K	–	684
2025 Q3	$253K	Buy	+1,653	New	+$254K	0.01%	598
2025 Q1	–	Sell	-1,785	Closed	-$246K	–	711
2024 Q4	$246K	Buy	+1,785	New	+$247K	0.01%	624
2024 Q3	–	Sell	-1,965	Closed	-$217K	–	748
2024 Q2	$217K	Buy	+1,965	New	+$215K	0.01%	646
2023 Q2	–	Sell	-2,938	Closed	-$244K	–	642
2023 Q1	$244K	Buy	+2,938	New	+$253K	0.02%	539

Other funds holding KCE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MIH

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

Stratos Wealth Advisors's KCE Position: Q4 2025 in Review

Stratos Wealth Advisors sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q4 2025, closing a stake of 1,653 shares — an estimated $253K sold.

Stratos Wealth Advisors first reported a position in KCE in Q1 2023 and held it in 4 quarters. The position peaked at $253K in Q3 2025. 102 funds tracked by Wall St. Rank hold KCE as of Q4 2025.

Stratos Wealth Advisors reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q4 2025 after selling out during the quarter.
Stratos Wealth Advisors sold 1,653 State Street SPDR S&P Capital Markets ETF shares in Q4 2025, an estimated $253K.
Stratos Wealth Advisors first reported a position in State Street SPDR S&P Capital Markets ETF in Q1 2023 and held it in 4 quarters.
Stratos Wealth Advisors's State Street SPDR S&P Capital Markets ETF position peaked at $253K in Q3 2025.
102 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q4 2025.

Based on Stratos Wealth Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.