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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
HIM
51
Hanlon Investment Management
New Jersey
$488K +$14.6K +124 +3%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$468K +$260K +2,201 +142%
IP
53
Ignite Planners
California
$464K -$9.21K -78 -2%
TRCT
54
Tower Research Capital (TRC)
New York
$433K +$410K +3,467 New
AWS
55
Atria Wealth Solutions
New York
$421K +$173K +1,463 +77%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$407K +$385K +3,257 New
HAG
57
HF Advisory Group
Maryland
$376K -$15K -127 -4%
AFWM
58
AMJ Financial Wealth Management
Virginia
$347K -$2.48K -21 -0.8%
AI
59
Atria Investments
North Carolina
$331K -$825K -6,982 -72%
BFAG
60
Blackston Financial Advisory Group
Florida
$277K +$262K +2,219 New
NA
61
NewEdge Advisors
Louisiana
$275K +$39.2K +332 +18%
Jane Street
62
Jane Street
New York
$270K -$1.92M -16,280 -88%
MIH
63
Meitav Investment House
Israel
$265K
GCP
64
GSA Capital Partners
United Kingdom
$263K
SA
65
Sanctuary Advisors
Indiana
$258K +$207K +1,756 New
AP
66
Advisors Preferred
Maryland
$255K +$243K +2,057 New
DIM
67
Delta Investment Management
California
$254K +$240K +2,033 New
Wealth Enhancement Advisory Services
68
Wealth Enhancement Advisory Services
Minnesota
$247K +$234K +1,981 New
RJFSA
69
Raymond James Financial Services Advisors
Florida
$244K +$4.25K +36 +2%
UAS
70
United Asset Strategies
New York
$233K -$511K -4,323 -70%
Fidelity Investments
71
Fidelity Investments
Massachusetts
$202K +$98.3K +832 +106%
FFA
72
Farther Finance Advisors
California
$201K -$313K -2,650 -62%
CIBC Private Wealth Group
73
CIBC Private Wealth Group
Georgia
$178K +$11.9K +101 +8%
SPIA
74
Steward Partners Investment Advisory
New York
$171K +$94.4K +799 +141%
EWA
75
EP Wealth Advisors
California
$168K +$159K +1,342 New

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.