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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
MWM
76
MGB Wealth Management
Texas
$137K
GRP
77
Global Retirement Partners
California
$117K -$827 -7 -0.7%
William Blair & Company
78
William Blair & Company
Illinois
$102K +$13.8K +117 +17%
PTC
79
Private Trust Company
Ohio
$90.9K +$82.7K +700 +2,500%
BBHC
80
Brown Brothers Harriman & Co
New York
$60.9K
GTAM
81
Global Trust Asset Management
Florida
$50K +$47.2K +400 New
LFG
82
Larson Financial Group
Missouri
$46.2K +$8.03K +68 +23%
PS
83
Principal Securities
Iowa
$30.5K +$827 +7 +3%
PWA
84
Provenance Wealth Advisors
Florida
$28.1K
PA
85
Parallel Advisors
California
$23.4K
MA
86
MCF Advisors
Kentucky
$21.4K +$118 +1 +0.6%
PBK
87
Peoples Bank (Kansas)
Kansas
$11.9K
LIS
88
Legacy Investment Solutions
Idaho
$11K +$9.1K +77 New
LWMI
89
Legacy Wealth Management (Idaho)
Idaho
$11K +$9.1K +77 New
Comerica Bank
90
Comerica Bank
Texas
$9.37K +$8.86K +75 New
NS
91
NBC Securities
Alabama
$8K
ADL
92
Asset Dedication LLC
California
$7.12K
SS
93
Sunbelt Securities
Texas
$6.54K
HI
94
Harbour Investments
Wisconsin
$6.37K
TFGT
95
TS Financial Group (TSFG)
Illinois
$6K +$5.2K +44 New
OSAM
96
O'Shaughnessy Asset Management
Connecticut
$5.9K
CHC
97
City Holding Co
West Virginia
$5.62K
SWM
98
Spire Wealth Management
Virginia
$5K -$8.62K -73 -65%
CA
99
CoreCap Advisors
Michigan
$3.87K -$1.77K -15 -33%
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$3.37K +$3.19K +27 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.