We are live on ! Find out more
KCE icon

State Street SPDR S&P Capital Markets ETF

45 hedge funds and large institutions have $90.7M invested in State Street SPDR S&P Capital Markets ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

305% more call options, than puts

Call options by funds: $1.27M | Put options by funds: $314K

54% more capital invested

Capital invested by funds: $59M → $90.7M (+$31.7M)

2.36% more ownership

Funds ownership: 63.19%65.55% (+2.4%)

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

4% less funds holding

Funds holding: 4745 (-2)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
45
Holders Change
-2
Holders Change %
-4.26%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
15
Reduced
14
Closed
8
Calls
$1.27M
Puts
$314K
Net Calls
+$959K
Net Calls Change
-$2.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$129K -$82 -1 -0.1%
RFG
27
RFP Financial Group
Georgia
$128K +$571 +7 +0.5%
ASBI
28
American State Bank (Iowa)
Iowa
$84.9K
SPIA
29
Steward Partners Investment Advisory
New York
$62.3K +$326 +4 +0.5%
IA
30
IFP Advisors
Florida
$45K
PA
31
Parallel Advisors
California
$30.8K +$163 +2 +0.6%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$21.2K +$20.4K +250 New
MA
33
MCF Advisors
Kentucky
$15.1K +$82 +1 +0.6%
CHC
34
City Holding Co
West Virginia
$13.2K
SWM
35
Spire Wealth Management
Virginia
$9.59K
HI
36
Harbour Investments
Wisconsin
$8.91K -$3.1K -38 -27%
CSB
37
City State Bank
Iowa
$8K
BFEC
38
Benjamin F. Edwards & Company
Missouri
$7K +$82 +1 +1%
MIFH
39
Migdal Insurance & Financial Holdings
Israel
$6K
JP Morgan Chase
40
JP Morgan Chase
New York
$5.52K +$5.3K +65 New
ODG
41
O'Dell Group
Ohio
$4.51K +$4.32K +53 New
SS
42
Sunbelt Securities
Texas
$4.34K
William Blair & Company
43
William Blair & Company
Illinois
$3.56K
GI
44
Gradient Investments
Minnesota
$1.78K +$1.71K +21 New
Simplex Trading
45
Simplex Trading
Illinois
$1K +$1.63K +20 New
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
-$1.55M -18,994 Closed
BCM
47
Barometer Capital Management
Ontario, Canada
-$357K -4,300 Closed
SWA
48
Stratos Wealth Advisors
Ohio
-$244K -2,938 Closed
RJA
49
Raymond James & Associates
Florida
-$225K -2,711 Closed
ASN
50
Advisory Services Network
Georgia
-$28.6K -344 Closed

KCE Hedge Fund Activity: Q2 2023 in Review

45 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Capital Markets ETF (KCE) for Q2 2023, worth a combined $90.7M — up 54% from $59M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of KCE and 6 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 15 added.

The largest buyer was Bank of America, adding an estimated $25.8M. The largest seller was Money Concepts Capital, cutting an estimated $11.4M.

  • 45 institutional investors held State Street SPDR S&P Capital Markets ETF (KCE) as of Q2 2023, down from 47 in Q1 2023.
  • Funds reported $90.7M of State Street SPDR S&P Capital Markets ETF stock for Q2 2023, up 54% quarter-over-quarter.
  • 6 funds opened new State Street SPDR S&P Capital Markets ETF positions in Q2 2023 and 8 closed out, a net change of -2 holders.
  • The largest State Street SPDR S&P Capital Markets ETF buyer in Q2 2023 was Bank of America, an estimated $25.8M added.
  • The largest State Street SPDR S&P Capital Markets ETF seller in Q2 2023 was Money Concepts Capital, an estimated $11.4M sold.

Based on aggregated 13F filings for Q2 2023.