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State Street SPDR S&P Capital Markets ETF

78 hedge funds and large institutions have $234M invested in State Street SPDR S&P Capital Markets ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 21

12% more capital invested

Capital invested by funds: $210M → $234M (+$24.3M)

10% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 21

5% less funds holding

Funds holding: 8278 (-4)

4.98% less ownership

Funds ownership: 76.89%71.9% (-5%)

85% less call options, than puts

Call options by funds: $66K | Put options by funds: $453K

Holders
78
Holders Change
-4
Holders Change %
-4.88%
% of All Funds
1.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
26
Reduced
21
Closed
21
Calls
$66K
Puts
$453K
Net Calls
-$387K
Net Calls Change
-$2.03M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$56.7M +$9.09M +87,778 +21%
Bank of America
2
Bank of America
North Carolina
$53.3M -$44.8K -433 -0.1%
Fisher Asset Management
3
Fisher Asset Management
Washington
$25.1M -$483K -4,670 -2%
Morgan Stanley
4
Morgan Stanley
New York
$18.9M -$10.9M -105,617 -38%
KHLMVGHM
5
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$9.85M +$9.22M +89,063 New
LPL Financial
6
LPL Financial
California
$9.54M +$4.2M +40,604 +89%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$5.08M -$4.45K -43 -0.1%
Osaic Holdings
8
Osaic Holdings
Arizona
$4.61M -$2.45M -23,659 -36%
KHLMTHM
9
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$3.42M +$3.2M +30,937 New
VC
10
Vicus Capital
Pennsylvania
$2.98M -$112K -1,082 -4%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.96M +$332K +3,208 +14%
CI
12
Cavalier Investments
Georgia
$2.91M -$3.32M -32,100 -55%
RFM
13
Royal Fund Management
Florida
$2.2M +$193K +1,869 +10%
BAAM
14
Baker Avenue Asset Management
California
$2.2M +$15.2K +147 +0.7%
Citadel Advisors
15
Citadel Advisors
Florida
$2.15M +$1.88M +18,149 +1,434%
AI
16
Atria Investments
North Carolina
$2.03M +$71.8K +694 +4%
ZIMP
17
Zimmermann Investment Management & Planning
Pennsylvania
$1.85M -$2.66M -25,661 -61%
Stifel Financial
18
Stifel Financial
Missouri
$1.84M +$986K +9,525 +134%
RJA
19
Raymond James & Associates
Florida
$1.81M +$1.14M +11,000 +204%
CAG
20
Csenge Advisory Group
Florida
$1.73M +$100K +968 +7%
RL
21
Retireful LLC
Michigan
$1.61M +$1.51M +14,597 New
UBS Group
22
UBS Group
Switzerland
$1.56M +$879K +8,496 +150%
Goldman Sachs
23
Goldman Sachs
New York
$1.36M
MCC
24
Money Concepts Capital
Florida
$1.3M -$67.6K -653 -5%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$1.29M +$1.21M +11,647 New

KCE Hedge Fund Activity: Q1 2024 in Review

78 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Capital Markets ETF (KCE) for Q1 2024, worth a combined $234M — up 12% from $210M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of KCE and 19 opened new positions — a net loss of 2 holders — while 21 trimmed existing stakes and 26 added.

The largest buyer was Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet, opening a new position worth an estimated $9.22M. The largest seller was Morgan Stanley, cutting an estimated $10.9M.

  • 78 institutional investors held State Street SPDR S&P Capital Markets ETF (KCE) as of Q1 2024, down from 82 in Q4 2023.
  • Funds reported $234M of State Street SPDR S&P Capital Markets ETF stock for Q1 2024, up 12% quarter-over-quarter.
  • 19 funds opened new State Street SPDR S&P Capital Markets ETF positions in Q1 2024 and 21 closed out, a net change of -2 holders.
  • The largest State Street SPDR S&P Capital Markets ETF buyer in Q1 2024 was Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet, an estimated $9.22M added.
  • The largest State Street SPDR S&P Capital Markets ETF seller in Q1 2024 was Morgan Stanley, an estimated $10.9M sold.

Based on aggregated 13F filings for Q1 2024.