Worthington Financial Partners’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

Worthington Financial Partners’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	$576K	Buy	3,910 +129	+3%	+$19.4K	0.48%	78
2026 Q1	$520K	Sell	3,781 -25	-0.7%	-$3.69K	0.45%	77
2025 Q4	$571K	Buy	+3,806	New	+$564K	0.51%	65

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

Worthington Financial Partners's KCE Position: Q2 2026 in Review

Worthington Financial Partners increased its State Street SPDR S&P Capital Markets ETF (KCE) stake by 3.4% in Q2 2026, buying an estimated $19.4K and bringing the position to 3,910 shares worth $576K. The position accounts for 0.48% of the portfolio, ranked #78.

Worthington Financial Partners first reported a position in KCE in Q4 2025 and has held it in 3 quarters since. 99 funds tracked by Wall St. Rank hold KCE as of Q2 2026.

Worthington Financial Partners held 3,910 shares of State Street SPDR S&P Capital Markets ETF worth $576K as of Q2 2026.
Worthington Financial Partners bought 129 State Street SPDR S&P Capital Markets ETF shares in Q2 2026, an estimated $19.4K.
State Street SPDR S&P Capital Markets ETF made up 0.48% of Worthington Financial Partners's portfolio in Q2 2026, its #78 holding.
Worthington Financial Partners first reported a position in State Street SPDR S&P Capital Markets ETF in Q4 2025 and has held it in 3 quarters since.
99 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q2 2026.

Based on Worthington Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.