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State Street SPDR S&P Capital Markets ETF

110 hedge funds and large institutions have $464M invested in State Street SPDR S&P Capital Markets ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 30 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

40% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 30

24% more capital invested

Capital invested by funds: $374M → $464M (+$90.7M)

0.52% less ownership

Funds ownership: 75.26%74.74% (-0.52%)

6% less funds holding

Funds holding: 117110 (-7)

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

Holders
110
Holders Change
-7
Holders Change %
-5.98%
% of All Funds
1.44%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
13
Increased
42
Reduced
30
Closed
16
Calls
$321K
Puts
Net Calls
+$321K
Net Calls Change
+$321K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$106M +$14.1M +91,907 +15%
AAS
2
Annex Advisory Services
Wisconsin
$42.6M +$42.7M +278,560 New
MIH
3
Meitav Investment House
Israel
$40.1M +$1.38K +9 +0%
Morgan Stanley
4
Morgan Stanley
New York
$36.7M +$2.13M +13,906 +6%
LPL Financial
5
LPL Financial
California
$31.7M +$11.6M +75,412 +57%
PFA
6
Presper Financial Architects
Ohio
$21.1M +$21.1M +137,840 New
KHLMVGHM
7
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$21.1M
3F
8
360 Financial
Minnesota
$16.2M +$495K +3,228 +3%
UBS Group
9
UBS Group
Switzerland
$16M +$710K +4,632 +5%
GC
10
Grimes & Company
Massachusetts
$8M -$225K -1,466 -3%
Fisher Asset Management
11
Fisher Asset Management
Washington
$7.93M +$58.4K +381 +0.7%
KHLMTHM
12
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$7.27M
NA
13
Nottingham Advisors
New York
$6.51M -$235K -1,535 -3%
RFM
14
Royal Fund Management
Florida
$5.7M -$1.94M -12,665 -25%
HWM
15
Horizon Wealth Management
Illinois
$4.68M +$4.7M +30,631 New
BAAM
16
Baker Avenue Asset Management
California
$4.56M -$3.22K -21 -0.1%
TM
17
TigerOak Management
New Mexico
$4.37M +$37.4K +244 +0.9%
PCOTEOTHU
18
Provident Company of the Employees of the Hebrew University
Israel
$4.21M
Two Sigma Investments
19
Two Sigma Investments
New York
$4.02M +$4.03M +26,300 New
Raymond James Financial
20
Raymond James Financial
Florida
$3.87M +$319K +2,077 +9%
BNP Paribas Financial Markets
21
BNP Paribas Financial Markets
France
$3.82M +$3.83M +25,000 New
MTWM
22
Masso Torrence Wealth Management
New Jersey
$3.74M -$613 -4 -0%
HighTower Advisors
23
HighTower Advisors
Illinois
$3.73M -$29.9K -195 -0.8%
VC
24
Vicus Capital
Pennsylvania
$3.58M -$245K -1,595 -6%
MML Investors Services
25
MML Investors Services
Massachusetts
$3.31M -$121K -791 -4%

KCE Hedge Fund Activity: Q3 2025 in Review

110 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Capital Markets ETF (KCE) for Q3 2025, worth a combined $464M — up 24% from $374M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of KCE and 13 opened new positions — a net loss of 3 holders — while 30 trimmed existing stakes and 42 added.

The largest buyer was Annex Advisory Services, opening a new position worth an estimated $42.7M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $14.4M sold.

  • 110 institutional investors held State Street SPDR S&P Capital Markets ETF (KCE) as of Q3 2025, down from 117 in Q2 2025.
  • Funds reported $464M of State Street SPDR S&P Capital Markets ETF stock for Q3 2025, up 24% quarter-over-quarter.
  • 13 funds opened new State Street SPDR S&P Capital Markets ETF positions in Q3 2025 and 16 closed out, a net change of -3 holders.
  • The largest State Street SPDR S&P Capital Markets ETF buyer in Q3 2025 was Annex Advisory Services, an estimated $42.7M added.
  • The largest State Street SPDR S&P Capital Markets ETF seller in Q3 2025 was Thrivent Financial for Lutherans, an estimated $14.4M sold.

Based on aggregated 13F filings for Q3 2025.