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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
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$179K -$758K -7,326 -82%
RFG
52
RFP Financial Group
Georgia
$155K -$5.28K -51 -4%
CIBC Private Wealth Group
53
CIBC Private Wealth Group
Georgia
$144K +$136K +1,317 New
MWM
54
MGB Wealth Management
Texas
$120K
Fidelity Investments
55
Fidelity Investments
Massachusetts
$102K -$34.9K -337 -27%
GRP
56
Global Retirement Partners
California
$94K +$83.3K +805 +1,789%
SPIA
57
Steward Partners Investment Advisory
New York
$71.9K +$311 +3 +0.5%
William Blair & Company
58
William Blair & Company
Illinois
$64.9K +$37.2K +359 +157%
IA
59
IFP Advisors
Florida
$58.6K
BBHC
60
Brown Brothers Harriman & Co
New York
$53.9K
LFG
61
Larson Financial Group
Missouri
$29.7K +$3K +29 +12%
PA
62
Parallel Advisors
California
$29.2K +$104 +1 +0.4%
First Manhattan
63
First Manhattan
New York
$26.1K
PWA
64
Provenance Wealth Advisors
Florida
$24.9K
MA
65
MCF Advisors
Kentucky
$18.8K +$104 +1 +0.6%
SWM
66
Spire Wealth Management
Virginia
$12.5K
PBK
67
Peoples Bank (Kansas)
Kansas
$10.5K +$9.83K +95 New
Simplex Trading
68
Simplex Trading
Illinois
$10K +$10.2K +99 New
BFEC
69
Benjamin F. Edwards & Company
Missouri
$9K
CA
70
CoreCap Advisors
Michigan
$7.08K +$6.63K +64 New
NS
71
NBC Securities
Alabama
$7K -$2.69K -26 -27%
SS
72
Sunbelt Securities
Texas
$5.74K
HI
73
Harbour Investments
Wisconsin
$5.64K
CHC
74
City Holding Co
West Virginia
$4.97K
AWM
75
Abound Wealth Management
Tennessee
$2.43K +$1.55K +15 +214%

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.