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Whalen Wealth Management’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

Whalen Wealth Management’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
2025
Q2 		– Sell
-17,019
Closed -$2.15M – 211
2025
Q1 		$2.15M Buy
+17,019
New +$2.33M 1.43% 20

Other funds holding KCE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
3F
360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Whalen Wealth Management's KCE Position: Q2 2025 in Review

Whalen Wealth Management sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q2 2025, closing a stake of 17,019 shares — an estimated $2.15M sold.

Whalen Wealth Management first reported a position in KCE in Q1 2025 and held it in 1 quarter. The position peaked at $2.15M in Q1 2025. 117 funds tracked by Wall St. Rank hold KCE as of Q2 2025.

  • Whalen Wealth Management reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q2 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 17,019 State Street SPDR S&P Capital Markets ETF shares in Q2 2025, an estimated $2.15M.
  • Whalen Wealth Management first reported a position in State Street SPDR S&P Capital Markets ETF in Q1 2025 and held it in 1 quarter.
  • Whalen Wealth Management's State Street SPDR S&P Capital Markets ETF position peaked at $2.15M in Q1 2025.
  • 117 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q2 2025.

Based on Whalen Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.