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

Vicus Capital’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	–	Sell	-27,357	Closed	-$4.1M	–	265
2025 Q4	$4.1M	Buy	27,357 +3,913	+17%	+$580K	0.31%	51
2025 Q3	$3.58M	Sell	23,444 -1,595	-6%	-$245K	0.27%	56
2025 Q2	$3.63M	Buy	25,039 +2,046	+9%	+$266K	0.3%	50
2025 Q1	$2.9M	Buy	22,993 +659	+3%	+$90.1K	0.27%	51
2024 Q4	$3.08M	Sell	22,334 -2,642	-11%	-$365K	0.27%	49
2024 Q3	$3.12M	Sell	24,976 -1,634	-6%	-$193K	0.28%	48
2024 Q2	$2.93M	Sell	26,610 -346	-1%	-$37.9K	0.27%	50
2024 Q1	$2.98M	Sell	26,956 -1,082	-4%	-$112K	0.27%	51
2023 Q4	$2.86M	Sell	28,038 -1,851	-6%	-$166K	0.29%	47
2023 Q3	$2.59M	Buy	29,889 +357	+1%	+$31.7K	0.27%	52
2023 Q2	$2.51M	Buy	29,532 +1,112	+4%	+$90.7K	0.26%	50
2023 Q1	$2.36M	Buy	+28,420	New	+$2.44M	0.25%	50
2021 Q4	–	Sell	-17,932	Closed	-$1.71M	–	236
2021 Q3	$1.71M	Buy	+17,932	New	+$1.73M	0.28%	48

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

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

Vicus Capital's KCE Position: Q1 2026 in Review

Vicus Capital sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q1 2026, closing a stake of 27,357 shares — an estimated $4.1M sold.

Vicus Capital first reported a position in KCE in Q3 2021 and held it in 13 quarters. The position peaked at $4.1M in Q4 2025. 98 funds tracked by Wall St. Rank hold KCE as of Q1 2026.

Vicus Capital reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q1 2026 after selling out during the quarter.
Vicus Capital sold 27,357 State Street SPDR S&P Capital Markets ETF shares in Q1 2026, an estimated $4.1M.
Vicus Capital first reported a position in State Street SPDR S&P Capital Markets ETF in Q3 2021 and held it in 13 quarters.
Vicus Capital's State Street SPDR S&P Capital Markets ETF position peaked at $4.1M in Q4 2025.
98 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q1 2026.

Based on Vicus Capital's 13F filing for Q1 2026, filed 22 Apr 2026.