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State Street SPDR S&P Capital Markets ETF
KCE

88 hedge funds and large institutions have $290M invested in State Street SPDR S&P Capital Markets ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

24% more capital invested

Capital invested by funds: $234M → $290M (+$55.6M)

14.88% more ownership

Funds ownership: 71.9% → 86.78% (+15%)

13% more funds holding

Funds holding: 78 → 88 (+10)

9% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 23

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $342K

Holders
88
Holders Change
+10
Holders Change %
+12.82%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
25
Reduced
23
Closed
10
Calls
–
Puts
$342K
Net Calls
-$342K
Net Calls Change
+$45K

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$40.5M
2
3F
360 Financial
Minnesota
+$9.46M
3
LPL Financial
LPL Financial
California
+$6.96M
4
ACP
Aveo Capital Partners
Colorado
+$3.8M
5
Osaic Holdings
Osaic Holdings
Arizona
+$3.73M

Top Sellers

Rank Fund Capital Flow
1
Fisher Asset Management
Fisher Asset Management
Washington
-$12.2M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$3.46M
3
RL
Retireful LLC
Michigan
-$1.61M
4
Morgan Stanley
Morgan Stanley
New York
-$1.34M
5
Two Sigma Investments
Two Sigma Investments
New York
-$1.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$1.36M – – –
MCC
27
Money Concepts Capital
Florida
$1.3M +$6.24K +57 +0.5%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$1.25M +$637K +5,819 +105%
AG
29
Ascent Group
Virginia
$1.25M +$335K +3,059 +37%
AWM
30
Accel Wealth Management
Iowa
$1.16M -$9.52K -87 -0.8%
DFA
31
DHK Financial Advisors
New Hampshire
$1.09M – – –
AI
32
Atria Investments
North Carolina
$1.06M -$953K -8,714 -47%
OC
33
Oppenheimer & Co
New York
$1.03M +$154K +1,409 +18%
MML Investors Services
34
MML Investors Services
Massachusetts
$1.03M -$17.7K -162 -2%
PAG
35
Private Advisor Group
New Jersey
$897K +$306K +2,798 +52%
FPCP
36
Fort Point Capital Partners
California
$861K +$434K +3,963 +103%
GFPC
37
Global Financial Private Client
Florida
$851K +$414K +3,783 +96%
BCM
38
Barometer Capital Management
Ontario, Canada
$822K -$98.5K -900 -11%
UAS
39
United Asset Strategies
New York
$683K +$677K +6,189 New
Wealthfront Advisers
40
Wealthfront Advisers
California
$682K +$23.6K +216 +4%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$624K -$29.5K -270 -5%
BCM
42
Beaumont Capital Management
Massachusetts
$516K -$16.4K -150 -3%
CIS
43
Custom Index Systems
New York
$474K -$1.64K -15 -0.3%
FFA
44
Farther Finance Advisors
California
$470K +$466K +4,256 New
Envestnet Portfolio Solutions
45
Envestnet Portfolio Solutions
Illinois
$470K +$466K +4,257 New
AWA
46
Arkadios Wealth Advisors
Georgia
$449K +$446K +4,075 New
SWP
47
Stratos Wealth Partners
Ohio
$438K +$435K +3,973 New
IP
48
Ignite Planners
California
$420K +$415K +3,795 New
HIM
49
Hanlon Investment Management
New Jersey
$417K +$414K +3,784 New
HAG
50
HF Advisory Group
Maryland
$346K +$2.73K +25 +0.8%
1
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KCE Hedge Fund Activity: Q2 2024 in Review

88 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Capital Markets ETF (KCE) for Q2 2024, worth a combined $290M — up 24% from $234M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new KCE positions and 10 closed out — a net gain of 12 holders — while 25 added to existing stakes and 23 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $40.5M. The largest seller was Fisher Asset Management, cutting an estimated $12.2M.

  • 88 institutional investors held State Street SPDR S&P Capital Markets ETF (KCE) as of Q2 2024, up from 78 in Q1 2024.
  • Funds reported $290M of State Street SPDR S&P Capital Markets ETF stock for Q2 2024, up 24% quarter-over-quarter.
  • 22 funds opened new State Street SPDR S&P Capital Markets ETF positions in Q2 2024 and 10 closed out, a net change of +12 holders.
  • The largest State Street SPDR S&P Capital Markets ETF buyer in Q2 2024 was AssetMark Inc, an estimated $40.5M added.
  • The largest State Street SPDR S&P Capital Markets ETF seller in Q2 2024 was Fisher Asset Management, an estimated $12.2M sold.

Based on aggregated 13F filings for Q2 2024.