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State Street SPDR S&P Capital Markets ETF

78 hedge funds and large institutions have $234M invested in State Street SPDR S&P Capital Markets ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 21

12% more capital invested

Capital invested by funds: $210M → $234M (+$24.3M)

10% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 21

5% less funds holding

Funds holding: 8278 (-4)

4.98% less ownership

Funds ownership: 76.89%71.9% (-5%)

85% less call options, than puts

Call options by funds: $66K | Put options by funds: $453K

Holders
78
Holders Change
-4
Holders Change %
-4.88%
% of All Funds
1.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
26
Reduced
21
Closed
21
Calls
$66K
Puts
$453K
Net Calls
-$387K
Net Calls Change
-$2.03M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
Accel Wealth Management
Iowa
$1.18M +$14.9K +144 +1%
DFA
27
DHK Financial Advisors
New Hampshire
$1.1M +$1.03M +9,925 New
Two Sigma Investments
28
Two Sigma Investments
New York
$1.07M -$330K -3,189 -25%
MML Investors Services
29
MML Investors Services
Massachusetts
$1.05M +$305K +2,943 +45%
AG
30
Ascent Group
Virginia
$912K -$613K -5,926 -42%
BCM
31
Barometer Capital Management
Ontario, Canada
$887K +$36.2K +350 +4%
OC
32
Oppenheimer & Co
New York
$875K +$819K +7,914 New
CAN
33
Cetera Advisor Networks
California
$827K -$83.2K -804 -10%
Wealthfront Advisers
34
Wealthfront Advisers
California
$660K +$37.5K +362 +6%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$655K +$19.3K +186 +3%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$611K -$608K -5,878 -52%
PAG
37
Private Advisor Group
New Jersey
$590K +$414 +4 +0.1%
BCM
38
Beaumont Capital Management
Massachusetts
$533K -$37.5K -362 -7%
CIS
39
Custom Index Systems
New York
$477K +$43.4K +419 +11%
CW
40
CreativeOne Wealth
Kansas
$451K +$423K +4,084 New
CA
41
Cetera Advisors
Colorado
$445K +$10.1K +98 +2%
GFPC
42
Global Financial Private Client
Florida
$431K +$407K +3,932 New
FPCP
43
Fort Point Capital Partners
California
$425K +$398K +3,845 New
HAG
44
HF Advisory Group
Maryland
$344K -$171K -1,651 -35%
AFWM
45
AMJ Financial Wealth Management
Virginia
$319K +$299K +2,890 New
TRCT
46
Tower Research Capital (TRC)
New York
$255K -$142K -1,367 -37%
GCP
47
GSA Capital Partners
United Kingdom
$221K +$207K +2,002 New
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$218K
NA
49
NewEdge Advisors
Louisiana
$208K +$195K +1,883 New
Kovitz Investment Group Partners
50
Kovitz Investment Group Partners
Illinois
$208K +$195K +1,883 New

KCE Hedge Fund Activity: Q1 2024 in Review

78 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Capital Markets ETF (KCE) for Q1 2024, worth a combined $234M — up 12% from $210M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of KCE and 19 opened new positions — a net loss of 2 holders — while 21 trimmed existing stakes and 26 added.

The largest buyer was Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet, opening a new position worth an estimated $9.22M. The largest seller was Morgan Stanley, cutting an estimated $10.9M.

  • 78 institutional investors held State Street SPDR S&P Capital Markets ETF (KCE) as of Q1 2024, down from 82 in Q4 2023.
  • Funds reported $234M of State Street SPDR S&P Capital Markets ETF stock for Q1 2024, up 12% quarter-over-quarter.
  • 19 funds opened new State Street SPDR S&P Capital Markets ETF positions in Q1 2024 and 21 closed out, a net change of -2 holders.
  • The largest State Street SPDR S&P Capital Markets ETF buyer in Q1 2024 was Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet, an estimated $9.22M added.
  • The largest State Street SPDR S&P Capital Markets ETF seller in Q1 2024 was Morgan Stanley, an estimated $10.9M sold.

Based on aggregated 13F filings for Q1 2024.