Thrivent Financial for Lutherans

Thrivent Financial for Lutherans’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

Thrivent Financial for Lutherans’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	$22.3M	Buy	162,262 +3,381	+2%	+$499K	0.04%	406
2025 Q4	$23.8M	Buy	+158,881	New	+$23.5M	0.04%	413
2025 Q3	–	Sell	-99,019	Closed	-$14.4M	–	2515
2025 Q2	$14.4M	Buy	+99,019	New	+$12.9M	0.03%	449
2025 Q1	–	Sell	-95,322	Closed	-$13.1M	–	2467
2024 Q4	$13.1M	Buy	95,322 +16,497	+21%	+$2.28M	0.03%	578
2024 Q3	$9.84M	Buy	+78,825	New	+$9.31M	0.02%	684

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

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

TigerOak Management Albuquerque, New Mexico $317M AUM 25.39% 1-Year Est. Return