Sunbelt Securities’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

Sunbelt Securities’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	$7.39K	Buy	54 +1	+2%	+$148	﹤0.01%	1571
2025 Q4	$8.01K	Hold	53	–	–	﹤0.01%	1501
2025 Q3	$8.13K	Hold	53	–	–	﹤0.01%	1492
2025 Q2	$7.24K	Hold	53	–	–	﹤0.01%	1375
2025 Q1	$6.66K	Hold	53	–	–	﹤0.01%	1352
2024 Q4	$7.24K	Buy	53 +1	+2%	+$138	﹤0.01%	1376
2024 Q3	$6.54K	Hold	52	–	–	﹤0.01%	1380
2024 Q2	$5.75K	Hold	52	–	–	﹤0.01%	1374
2024 Q1	$5.74K	Hold	52	–	–	﹤0.01%	1341
2023 Q4	$5.26K	Buy	52 +1	+2%	+$90	﹤0.01%	1303
2023 Q3	$4.45K	Hold	51	–	–	﹤0.01%	1337
2023 Q2	$4.34K	Hold	51	–	–	﹤0.01%	1349
2023 Q1	$4.14K	Buy	+51	New	+$4.38K	﹤0.01%	1335

Other funds holding KCE

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Thrivent Financial for Lutherans

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

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

Royal Fund Management Lady Lake, Florida $1.05B AUM 26.61% 1-Year Est. Return

Fisher Asset Management

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

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