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

Tidemark’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 Q2	$183K	Buy	1,242 +53	+4%	+$7.96K	0.04%	167
2026 Q1	$164K	Sell	1,189 -292	-20%	-$43.1K	0.04%	156
2025 Q4	$222K	Buy	1,481 +17	+1%	+$2.52K	0.06%	120
2025 Q3	$224K	Sell	1,464 -57	-4%	-$8.74K	0.07%	127
2025 Q2	$220K	Sell	1,521 -8	-0.5%	-$1.04K	0.07%	113
2025 Q1	$193K	Buy	1,529 +702	+85%	+$96K	0.07%	118
2024 Q4	$114K	Buy	+827	New	+$114K	0.04%	161

Other funds holding KCE

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

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

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Tidemark's KCE Position: Q2 2026 in Review

Tidemark increased its State Street SPDR S&P Capital Markets ETF (KCE) stake by 4.5% in Q2 2026, buying an estimated $7.96K and bringing the position to 1,242 shares worth $183K. The position accounts for 0.04% of the portfolio, ranked #167.

Tidemark first reported a position in KCE in Q4 2024 and has held it in 7 quarters since. The position peaked at $224K in Q3 2025. 99 funds tracked by Wall St. Rank hold KCE as of Q2 2026.

Tidemark held 1,242 shares of State Street SPDR S&P Capital Markets ETF worth $183K as of Q2 2026.
Tidemark bought 53 State Street SPDR S&P Capital Markets ETF shares in Q2 2026, an estimated $7.96K.
State Street SPDR S&P Capital Markets ETF made up 0.04% of Tidemark's portfolio in Q2 2026, its #167 holding.
Tidemark first reported a position in State Street SPDR S&P Capital Markets ETF in Q4 2024 and has held it in 7 quarters since.
Tidemark's State Street SPDR S&P Capital Markets ETF position peaked at $224K in Q3 2025.
99 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.