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

WESPAC Advisors SoCal’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	$1.9M	Buy	12,919 +78	+0.6%	+$11.7K	0.34%	69
2026 Q1	$1.77M	Sell	12,841 -7,358	-36%	-$1.09M	0.38%	65
2025 Q4	$3.03M	Buy	20,199 +8,461	+72%	+$1.25M	0.61%	45
2025 Q3	$1.79M	Sell	11,738 -172	-1%	-$26.4K	0.36%	60
2025 Q2	$1.73M	Sell	11,910 -209	-2%	-$27.2K	0.39%	57
2025 Q1	$1.53M	Buy	+12,119	New	+$1.66M	0.4%	56

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

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

WESPAC Advisors SoCal's KCE Position: Q2 2026 in Review

WESPAC Advisors SoCal increased its State Street SPDR S&P Capital Markets ETF (KCE) stake by 0.61% in Q2 2026, buying an estimated $11.7K and bringing the position to 12,919 shares worth $1.9M. The position accounts for 0.34% of the portfolio, ranked #69.

WESPAC Advisors SoCal first reported a position in KCE in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.03M in Q4 2025. 99 funds tracked by Wall St. Rank hold KCE as of Q2 2026.

WESPAC Advisors SoCal held 12,919 shares of State Street SPDR S&P Capital Markets ETF worth $1.9M as of Q2 2026.
WESPAC Advisors SoCal bought 78 State Street SPDR S&P Capital Markets ETF shares in Q2 2026, an estimated $11.7K.
State Street SPDR S&P Capital Markets ETF made up 0.34% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #69 holding.
WESPAC Advisors SoCal first reported a position in State Street SPDR S&P Capital Markets ETF in Q1 2025 and has held it in 6 quarters since.
WESPAC Advisors SoCal's State Street SPDR S&P Capital Markets ETF position peaked at $3.03M in Q4 2025.
99 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.