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SPDR S&P Capital Markets ETF
KCE

Overview Fund Activity

81 hedge funds and large institutions have $210M invested in SPDR S&P Capital Markets ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 22 increasing their positions, 27 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+21
Holders Change %
+35%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
22
Reduced
27
Closed
4
Calls
$1.65M
Puts
$10K
Net Calls
+$1.64M
Net Calls Change
+$1.61M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$28.2M
2
Bank of America
Bank of America
North Carolina
$49.2M
3
Fisher Asset Management
Fisher Asset Management
Washington
$23.7M
4
AI
Atria Investments
North Carolina
$1.8M
5
LPL Financial
LPL Financial
California
$4.66M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$43.3M
2
Osaic Holdings
Osaic Holdings
Arizona
$6.66M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$913K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.4M
5
CAG
Csenge Advisory Group
Florida
$1.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$49.2M +$11.5M +112,736 +31%
AssetMark Inc
2
AssetMark Inc
California
$43.3M -$75.9M -744,809 -64%
Morgan Stanley
3
Morgan Stanley
New York
$28.2M +$12.7M +124,367 +82%
Fisher Asset Management
4
Fisher Asset Management
Washington
$23.7M +$6.08M +59,590 +35%
Osaic Holdings
5
Osaic Holdings
Arizona
$6.66M -$10.4M -101,591 -61%
CI
6
Cavalier Investments
Georgia
$5.96M – – –
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$4.69M +$710K +6,960 +18%
LPL Financial
8
LPL Financial
California
$4.66M +$1.6M +15,654 +52%
ZIMP
9
Zimmermann Investment Management & Planning
Pennsylvania
$4.32M +$561K +5,503 +15%
ACP
10
Aveo Capital Partners
Colorado
$3.57M -$507K -4,976 -12%
VC
11
Vicus Capital
Pennsylvania
$2.86M -$189K -1,851 -6%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.4M -$1.69M -16,548 -41%
BAAM
13
Baker Avenue Asset Management
California
$2.01M +$263K +2,584 +15%
RFM
14
Royal Fund Management
Florida
$1.84M +$182K +1,782 +11%
AI
15
Atria Investments
North Carolina
$1.8M +$1.8M +17,652 New
CAG
16
Csenge Advisory Group
Florida
$1.5M -$881K -8,637 -37%
AG
17
Ascent Group
Virginia
$1.48M +$851K +8,178 +136%
Two Sigma Investments
18
Two Sigma Investments
New York
$1.32M +$1.32M +12,900 New
MCC
19
Money Concepts Capital
Florida
$1.26M -$6.12K -60 -0.5%
Goldman Sachs
20
Goldman Sachs
New York
$1.25M – – –
IMC Chicago
21
IMC Chicago
Illinois
$1.16M +$1.16M +11,408 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.16M +$878K +8,610 +308%
AWM
23
Accel Wealth Management
Iowa
$1.07M -$9.79K -96 -0.9%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$913K -$2.03M -19,922 -69%
CAN
25
Cetera Advisor Networks
California
$845K -$177K -1,733 -17%
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