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State Street SPDR S&P Capital Markets ETF
KCE

Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$20.9M +$20.7M +214,713 +4,498%
Morgan Stanley
2
Morgan Stanley
New York
$15.7M +$3.14M +32,608 +25%
CI
3
Cavalier Investments
Georgia
$8.06M +$1.49M +15,481 +22%
SMF
4
Sterling Manor Financial
New York
$5.16M +$5.21M +54,056 New
CM
5
Churchill Management
California
$5.16M +$5.21M +54,046 New
Citadel Advisors
6
Citadel Advisors
Florida
$5.07M +$1.91M +19,862 +60%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$3.98M +$21.7K +225 +0.5%
SMG
8
Spectrum Management Group
Indiana
$3.85M +$3.89M +40,380 New
FMP
9
Financial Management Professionals
Texas
$3.2M +$3.23M +33,531 New
FEM
10
Fulcrum Equity Management
Texas
$3.15M +$45.4K +471 +1%
CAWM
11
Capital Advisors Wealth Management
Washington
$2.55M +$2.58M +26,737 New
LPL Financial
12
LPL Financial
California
$2.54M +$759K +7,876 +42%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$2.51M +$917K +9,514 +61%
HighTower Advisors
14
HighTower Advisors
Illinois
$1.84M +$1.06M +10,980 +133%
UBS Group
15
UBS Group
Switzerland
$1.73M +$597K +6,196 +52%
VC
16
Vicus Capital
Pennsylvania
$1.71M +$1.73M +17,932 New
BCM
17
Brookstone Capital Management
Illinois
$1.56M +$35.3K +366 +2%
AI
18
Atria Investments
North Carolina
$1.38M +$1.4M +14,509 New
Goldman Sachs
19
Goldman Sachs
New York
$1.38M +$423K +4,386 +44%
1832 Asset Management
20
1832 Asset Management
Ontario, Canada
$1.33M – – –
KPWS
21
Kestra Private Wealth Services
Texas
$1.06M +$32.2K +334 +3%
PAG
22
Private Advisor Group
New Jersey
$1.04M +$367K +3,804 +54%
Fisher Asset Management
23
Fisher Asset Management
Washington
$1.02M -$12.8K -133 -1%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.01M -$920K -9,553 -48%
CM
25
Columbus Macro
Pennsylvania
$959K -$7.61K -79 -0.8%
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