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State Street SPDR S&P Capital Markets ETF

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: 7888 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
AFWM
51
AMJ Financial Wealth Management
Virginia
$309K -$9.96K -91 -3%
MIH
52
Meitav Investment House
Israel
$241K +$241K +2,200 New
GCP
53
GSA Capital Partners
United Kingdom
$232K +$11.1K +101 +5%
SWA
54
Stratos Wealth Advisors
Ohio
$217K +$215K +1,965 New
RJFSA
55
Raymond James Financial Services Advisors
Florida
$211K +$210K +1,917 New
AWS
56
Atria Wealth Solutions
New York
$210K +$209K +1,907 New
NA
57
NewEdge Advisors
Louisiana
$206K -$1.2K -11 -0.6%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$170K -$46.8K -428 -22%
RFG
59
RFP Financial Group
Georgia
$150K -$4.7K -43 -3%
CIBC Private Wealth Group
60
CIBC Private Wealth Group
Georgia
$146K +$656 +6 +0.5%
MWM
61
MGB Wealth Management
Texas
$125K
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$107K +$106K +972 New
GRP
63
Global Retirement Partners
California
$104K +$10.3K +94 +11%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$96K -$82.5K -754 -47%
Fidelity Investments
65
Fidelity Investments
Massachusetts
$86.4K -$15.2K -139 -15%
William Blair & Company
66
William Blair & Company
Illinois
$76.8K +$11.9K +109 +19%
SPIA
67
Steward Partners Investment Advisory
New York
$62.5K -$9.08K -83 -13%
BBHC
68
Brown Brothers Harriman & Co
New York
$53.8K
LFG
69
Larson Financial Group
Missouri
$33.3K +$3.61K +33 +12%
IAIM
70
International Assets Investment Management
Florida
$31.6K +$31.3K +286 New
PS
71
Principal Securities
Iowa
$26.1K +$25.9K +237 New
PWA
72
Provenance Wealth Advisors
Florida
$24.8K
PA
73
Parallel Advisors
California
$20.7K -$8.42K -77 -29%
MA
74
MCF Advisors
Kentucky
$18.8K
SWM
75
Spire Wealth Management
Virginia
$12.5K

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.