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State Street SPDR S&P Capital Markets ETF

104 hedge funds and large institutions have $353M invested in State Street SPDR S&P Capital Markets ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 29 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 7

22% more capital invested

Capital invested by funds: $290M → $353M (+$62.9M)

18% more funds holding

Funds holding: 88104 (+16)

12% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 33

14.92% less ownership

Funds ownership: 86.78%71.87% (-15%)

24% less call options, than puts

Call options by funds: $662K | Put options by funds: $874K

Holders
104
Holders Change
+16
Holders Change %
+18.18%
% of All Funds
1.49%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
29
Reduced
33
Closed
7
Calls
$662K
Puts
$874K
Net Calls
-$212K
Net Calls Change
+$130K
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$1.73M +$535K +4,529 +49%
Stifel Financial
27
Stifel Financial
Missouri
$1.61M -$20.6K -174 -1%
Goldman Sachs
28
Goldman Sachs
New York
$1.53M
MCC
29
Money Concepts Capital
Florida
$1.51M +$33K +279 +2%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.46M -$311K -2,637 -18%
AWM
31
Accel Wealth Management
Iowa
$1.33M +$14.8K +125 +1%
DFA
32
DHK Financial Advisors
New Hampshire
$1.24M +$5.08K +43 +0.4%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$1.18M -$380K -3,215 -25%
OC
34
Oppenheimer & Co
New York
$1.13M -$35.6K -301 -3%
BCM
35
Brookstone Capital Management
Illinois
$1.11M +$1.05M +8,926 New
AG
36
Ascent Group
Virginia
$1.08M -$311K -2,629 -23%
FPCP
37
Fort Point Capital Partners
California
$1.04M +$57.6K +488 +6%
GIA
38
Gladstone Institutional Advisory
Florida
$1.01M +$957K +8,104 New
GFPC
39
Global Financial Private Client
Florida
$959K -$3.78K -32 -0.4%
KAS
40
Kestra Advisory Services
Texas
$906K +$857K +7,257 New
BCM
41
Barometer Capital Management
Ontario, Canada
$843K -$82.7K -700 -9%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$796K -$587K -4,972 -44%
PAG
43
Private Advisor Group
New Jersey
$776K -$228K -1,926 -24%
Wealthfront Advisers
44
Wealthfront Advisers
California
$762K -$10K -85 -1%
CIS
45
Custom Index Systems
New York
$560K +$22.1K +187 +4%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$559K -$139K -1,180 -21%
BCM
47
Beaumont Capital Management
Massachusetts
$547K -$34.5K -292 -6%
Millennium Management
48
Millennium Management
New York
$546K +$516K +4,372 New
AWA
49
Arkadios Wealth Advisors
Georgia
$543K +$32K +271 +7%
Envestnet Portfolio Solutions
50
Envestnet Portfolio Solutions
Illinois
$494K -$35.2K -298 -7%

KCE Hedge Fund Activity: Q3 2024 in Review

104 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Capital Markets ETF (KCE) for Q3 2024, worth a combined $353M — up 22% from $290M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new KCE positions and 7 closed out — a net gain of 17 holders — while 29 added to existing stakes and 33 trimmed.

The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $9.31M. The largest seller was AssetMark Inc, cutting an estimated $12.2M.

  • 104 institutional investors held State Street SPDR S&P Capital Markets ETF (KCE) as of Q3 2024, up from 88 in Q2 2024.
  • Funds reported $353M of State Street SPDR S&P Capital Markets ETF stock for Q3 2024, up 22% quarter-over-quarter.
  • 24 funds opened new State Street SPDR S&P Capital Markets ETF positions in Q3 2024 and 7 closed out, a net change of +17 holders.
  • The largest State Street SPDR S&P Capital Markets ETF buyer in Q3 2024 was Thrivent Financial for Lutherans, an estimated $9.31M added.
  • The largest State Street SPDR S&P Capital Markets ETF seller in Q3 2024 was AssetMark Inc, an estimated $12.2M sold.

Based on aggregated 13F filings for Q3 2024.