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 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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

KHLMTHM

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

Sunbelt Securities's KCE Position: Q1 2026 in Review

Sunbelt Securities increased its State Street SPDR S&P Capital Markets ETF (KCE) stake by 1.9% in Q1 2026, buying an estimated $148 and bringing the position to 54 shares worth $7.39K. The position accounts for ﹤0.01% of the portfolio, ranked #1571.

Sunbelt Securities first reported a position in KCE in Q1 2023 and has held it in 13 quarters since. The position peaked at $8.13K in Q3 2025. 98 funds tracked by Wall St. Rank hold KCE as of Q1 2026.

Sunbelt Securities held 54 shares of State Street SPDR S&P Capital Markets ETF worth $7.39K as of Q1 2026.
Sunbelt Securities bought 1 State Street SPDR S&P Capital Markets ETF share in Q1 2026, an estimated $148.
State Street SPDR S&P Capital Markets ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1571 holding.
Sunbelt Securities first reported a position in State Street SPDR S&P Capital Markets ETF in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's State Street SPDR S&P Capital Markets ETF position peaked at $8.13K in Q3 2025.
98 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.