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SPDR S&P Capital Markets ETF
KCE

Overview Fund Activity

131 hedge funds and large institutions have $385M invested in SPDR S&P Capital Markets ETF in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 43 increasing their positions, 25 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+27
Holders Change %
+25.96%
% of All Funds
1.74%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
45
Increased
43
Reduced
25
Closed
16
Calls
$1.35M
Puts
$441K
Net Calls
+$908K
Net Calls Change
+$1.12M

Top Buyers

1
MIH
Meitav Investment House
Israel
$36.3M
2
Bank of America
Bank of America
North Carolina
$87.7M
3
Morgan Stanley
Morgan Stanley
New York
$34.9M
4
MMA
Miracle Mile Advisors
California
$7.77M
5
LPL Financial
LPL Financial
California
$24.8M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$322K
2
Osaic Holdings
Osaic Holdings
Arizona
$1.36M
3
RFM
Royal Fund Management
Florida
$6.8M
4
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
$0
5
ACP
Aveo Capital Partners
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DIM
76
Delta Investment Management
California
$340K +$60.6K +440 +22%
CF
77
Claris Financial
Virginia
$329K +$329K +2,390 New
AssetMark Inc
78
AssetMark Inc
California
$322K -$107M -777,119 -100%
BFAG
79
Blackston Financial Advisory Group
Florida
$266K -$40.1K -291 -13%
SWA
80
Stratos Wealth Advisors
Ohio
$246K +$246K +1,785 New
IA
81
IFG Advisory
Georgia
$244K +$244K +1,775 New
CIBC Private Wealth Group
82
CIBC Private Wealth Group
Georgia
$240K +$43.8K +318 +22%
CC
83
Courier Capital
New York
$234K +$234K +1,702 New
Fidelity Investments
84
Fidelity Investments
Massachusetts
$234K +$11.3K +82 +5%
IA
85
IAM Advisory
Pennsylvania
$232K +$232K +1,684 New
WC
86
Westwind Capital
New Mexico
$226K +$226K +16,413 New
KFS
87
Kaizen Financial Strategies
California
$221K +$221K +1,607 New
Qube Research & Technologies (QRT)
88
Qube Research & Technologies (QRT)
United Kingdom
$203K +$203K +1,471 +49,033%
AP
89
Advisors Preferred
Maryland
$182K -$102K -738 -36%
EWA
90
EP Wealth Advisors
California
$164K -$20.8K -151 -11%
PTC
91
Private Trust Company
Ohio
$159K +$58.7K +426 +59%
MWM
92
MGB Wealth Management
Texas
$151K – – –
T
93
Tidemark
California
$114K +$114K +827 New
William Blair & Company
94
William Blair & Company
Illinois
$112K – – –
RIA
95
Realta Investment Advisors
Delaware
$82.2K +$82.2K +590 New
Comerica Bank
96
Comerica Bank
Texas
$72.3K +$62K +450 +600%
BBHC
97
Brown Brothers Harriman & Co
New York
$67.2K – – –
GTAM
98
Global Trust Asset Management
Florida
$55.1K – – –
LFG
99
Larson Financial Group
Missouri
$50.1K -$826 -6 -2%
CFGS
100
Concourse Financial Group Securities
Alabama
$40.5K +$40.5K +281 New
2 3
4
5 6