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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PFA
Presper Financial Architects Akron, Ohio $168M AUM 12.94% 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
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.04B AUM 26.61% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return