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

Waverly Advisors’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 		$9.57K Hold
65
– – ﹤0.01% 1736
2026
Q1 		$8.94K Buy
+65
New +$9.59K ﹤0.01% 1608

Other funds holding KCE

Bank of America
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
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
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
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

Waverly Advisors's KCE Position: Q2 2026 in Review

Waverly Advisors held its State Street SPDR S&P Capital Markets ETF (KCE) position steady in Q2 2026 at 65 shares worth $9.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1736.

Waverly Advisors first reported a position in KCE in Q1 2026 and has held it in 2 quarters since. 99 funds tracked by Wall St. Rank hold KCE as of Q2 2026.

  • Waverly Advisors held 65 shares of State Street SPDR S&P Capital Markets ETF worth $9.57K as of Q2 2026.
  • Waverly Advisors left its State Street SPDR S&P Capital Markets ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P Capital Markets ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1736 holding.
  • Waverly Advisors first reported a position in State Street SPDR S&P Capital Markets ETF in Q1 2026 and has held it in 2 quarters since.
  • 99 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.