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SPDR S&P Capital Markets ETF (KCE) Institutional Ownership

$144.15 +2.79 (+1.97%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for SPDR S&P Capital Markets ETF (NYSEARCA:KCE)

Number of
Institutional Buyers
(last 12 months)
54
Total
Institutional Inflows
(last 12 months)
$82.08M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$108.84M
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KCE Institutional Buying and Selling by Quarter

SPDR S&P Capital Markets ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Geneos Wealth Management Inc.11,479$1.58M0.1%N/A0.574%
1/21/2025Accel Wealth Management11,025$1.52M0.6%+3.3%0.551%
1/17/2025 Janney Montgomery Scott LLC7,280$1.00M0.0%+123.5%0.364%
1/16/2025 Royal Fund Management LLC49,111$6.80M0.6%-46.9%2.456%
1/15/2025 HF Advisory Group LLC2,876$396K0.2%-4.6%0.144%
1/15/2025 IAM Advisory LLC1,684$232K0.1%N/A0.084%
1/15/2025 Financial Management Professionals Inc.8,488$1.17M0.1%N/A0.424%
1/15/2025 Arkadios Wealth Advisors4,643$639K0.0%+6.8%0.232%
1/15/2025 Merit Financial Group LLC40,909$5.63M0.1%N/A2.045%
1/14/2025 Global Financial Private Client LLC8,370$1.15M0.4%+8.9%0.419%
1/13/2025 Courier Capital LLC1,702$234K0.0%N/A0.085%
1/13/2025 Miracle Mile Advisors LLC56,437$7.77M0.2%N/A2.822%
1/7/2025 Westwind Capital16,413$2.26M0.5%N/A0.821%
11/25/2024Sanctuary Advisors LLC1,756$219K0.0%N/A0.088%
11/15/2024MML Investors Services LLC13,843$1.73M0.0%+48.6%0.692%
11/15/2024EP Wealth Advisors LLC1,342$168K0.0%N/A0.067%
11/15/2024Jane Street Group LLC2,166$270K0.0%-88.3%0.108%
11/15/2024Stifel Financial Corp12,918$1.61M0.0%-1.3%0.646%
11/15/2024HighTower Advisors LLC21,393$2.68M0.0%N/A1.070%
11/15/2024Ascent Group LLC8,677$1.08M0.1%-23.3%0.434%
11/13/2024FMR LLC1,615$202K0.0%+106.3%0.081%
11/13/2024Private Trust Co. NA728$91K0.0%+2,500.0%0.036%
11/13/2024Fisher Asset Management LLC93,362$11.66M0.0%-19.5%4.668%
11/7/2024Thrivent Financial for Lutherans78,825$9.84M0.0%N/A3.941%
11/6/2024Oppenheimer & Co. Inc.9,022$1.13M0.0%-3.2%0.451%
11/4/2024Baker Avenue Asset Management LP23,806$2.97M0.1%+18.1%1.190%
11/1/2024Atria Investments Inc2,650$331K0.0%-72.5%0.133%
11/1/2024Assetmark Inc.779,459$97.34M0.3%-11.7%38.973%
10/30/2024 HF Advisory Group LLC3,014$376K0.2%-4.0%0.151%
10/30/2024Hanlon Investment Management Inc.3,908$488K0.1%+3.3%0.195%
10/29/2024Farther Finance Advisors LLC1,606$201K0.0%-62.3%0.080%
10/28/2024Gladstone Institutional Advisory LLC8,104$1.01M0.0%N/A0.405%
10/28/2024United Asset Strategies Inc.1,866$233K0.0%-69.8%0.093%
10/24/2024Custom Index Systems LLC4,488$560K0.3%+4.3%0.224%
10/24/2024 Wealth Enhancement Advisory Services LLC1,981$247K0.0%N/A0.099%
10/24/2024 Arkadios Wealth Advisors4,346$543K0.0%+6.7%0.217%
10/24/2024Masso Torrence Wealth Management Inc.17,716$2.21M1.2%N/A0.886%
10/23/2024Blackston Financial Advisory Group LLC2,219$277K0.1%N/A0.111%
10/23/2024 Global Trust Asset Management LLC400$50K0.0%N/A0.020%
10/22/2024Private Advisor Group LLC6,210$776K0.0%-23.7%0.311%
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10/21/2024Vicus Capital24,976$3.12M0.3%-6.1%1.249%
10/18/2024Raymond James & Associates21,625$2.70M0.0%+33.7%1.081%
10/8/2024 Royal Fund Management LLC92,444$11.60M0.7%+359.1%4.622%
10/8/2024 Brookstone Capital Management8,926$1.12M0.0%N/A0.446%
8/22/2024Cetera Investment Advisers12,661$1.40M0.0%+8.7%0.633%
8/16/2024Ascent Group LLC11,306$1.25M0.1%+37.1%0.565%
8/8/2024Envestnet Asset Management Inc.40,019$4.41M0.0%+49.6%2.001%
8/7/2024AMJ Financial Wealth Management2,799$309K0.1%-3.1%0.140%
8/6/2024Hanlon Investment Management Inc.3,784$417K0.1%N/A0.189%
8/5/2024Private Advisor Group LLC8,136$897K0.0%+52.4%0.407%
8/2/2024Aveo Capital Partners LLC34,776$3.84M0.4%N/A1.739%
8/1/2024United Asset Strategies Inc.6,189$683K0.1%N/A0.309%
7/31/2024Farther Finance Advisors LLC4,256$470K0.0%N/A0.213%
7/31/2024Commonwealth Equity Services LLC5,658$624K0.0%-4.6%0.283%
7/30/2024 International Assets Investment Management LLC286$32K0.0%N/A0.014%
7/30/2024 Global Financial Private Client LLC7,715$851K0.4%+96.2%0.386%
7/29/2024 Arkadios Wealth Advisors4,075$449K0.0%N/A0.204%
7/29/2024Meitav Investment House Ltd.2,200$241K0.0%N/A0.110%
7/27/2024Zimmermann Investment Management & Planning LLC13,782$1.52M0.5%-17.5%0.689%
7/26/2024Cambridge Investment Research Advisors Inc.14,343$1.58M0.0%-68.8%0.717%
7/23/2024Vicus Capital26,610$2.94M0.3%-1.3%1.331%
7/19/2024Raymond James & Associates16,174$1.78M0.0%-1.3%0.809%
7/18/2024 Royal Fund Management LLC20,138$2.24M0.2%+1.3%1.007%
7/16/2024Envestnet Portfolio Solutions Inc.4,257$470K0.0%N/A0.213%
7/12/2024 Ignite Planners LLC3,795$420K0.1%N/A0.190%
7/12/2024Accel Wealth Management10,546$1.16M0.5%-0.8%0.527%
7/10/2024Csenge Advisory Group25,640$2.83M0.2%+63.4%1.282%
5/24/2024Cetera Advisors LLC4,024$445K0.0%+2.5%0.201%
5/21/2024Atria Investments Inc18,346$2.03M0.0%+3.9%0.917%
5/16/2024 Global Financial Private Client LLC3,932$431K0.2%N/A0.197%
5/15/2024Ascent Group LLC8,247$912K0.1%-41.8%0.412%
5/14/2024CreativeOne Wealth LLC4,084$451K0.0%N/A0.204%
5/8/2024AMJ Financial Wealth Management2,890$319K0.1%N/A0.143%
5/7/2024Oppenheimer & Co. Inc.7,914$875K0.0%N/A0.392%
5/4/2024Csenge Advisory Group15,687$1.73M0.1%+6.6%0.777%
4/30/2024Commonwealth Equity Services LLC5,928$655K0.0%+3.2%0.293%
4/23/2024Global Retirement Partners LLC850$94K0.0%+1,788.9%0.040%
4/22/2024 HF Advisory Group LLC3,116$344K0.2%-34.6%0.145%
4/19/2024Accel Wealth Management10,633$1.18M0.5%+1.4%0.495%
4/17/2024Vicus Capital26,956$2.98M0.3%-3.9%1.254%
4/11/2024 Royal Fund Management LLC19,877$2.20M0.2%+10.4%0.925%
3/22/2024PNC Financial Services Group Inc.1,973$201K0.0%-13.5%0.120%
3/5/2024Fisher Asset Management LLC232,018$23.66M0.0%+34.6%14.062%
2/14/2024Barometer Capital Management Inc.8,000$816K0.3%-14.0%0.485%
2/12/2024Parallel Advisors LLC263$27K0.0%-27.7%0.016%
2/9/2024Cambridge Investment Research Advisors Inc.46,016$4.69M0.0%+17.8%2.789%
2/9/2024Hanlon Investment Management Inc.2,401$245K0.1%-44.8%0.146%
2/9/2024Assetmark Inc.424,799$43.32M0.2%-63.7%25.745%
2/7/2024Envestnet Portfolio Solutions Inc.4,109$419K0.0%-21.2%0.249%
2/7/2024Principal Securities Inc.251$26K0.0%N/A0.015%
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2/6/2024Private Advisor Group LLC5,334$544K0.0%-27.3%0.323%
2/6/2024 Royal Fund Management LLC18,008$1.84M0.2%+11.0%1.091%
2/6/2024Aveo Capital Partners LLC34,987$3.57M0.4%-12.5%2.120%
2/6/2024Fisher Asset Management LLC232,018$23.66M0.0%+34.6%14.062%
2/1/2024Telemus Capital LLC1,962$200K0.0%N/A0.119%
2/1/2024Vicus Capital28,038$2.86M0.3%-6.2%1.699%
1/31/2024 HF Advisory Group LLC4,767$486K0.3%-3.9%0.289%
1/26/2024Custom Index Systems LLC3,897$397K0.2%N/A0.236%
1/25/2024 International Assets Investment Management LLC29,208$2.98M0.0%N/A1.770%
1/24/2024Stratos Wealth Partners LTD.2,714$277K0.0%-46.0%0.164%
(Data available from 1/1/2016 forward)

KCE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of KCE shares?

During the previous two years, 76 institutional investors and hedge funds held shares of SPDR S&P Capital Markets ETF. The most heavily invested institutionals were Assetmark Inc. ($97.34M), Fisher Asset Management LLC ($11.66M), Thrivent Financial for Lutherans ($9.84M), Miracle Mile Advisors LLC ($7.77M), Royal Fund Management LLC ($6.80M), Merit Financial Group LLC ($5.63M), and Envestnet Asset Management Inc. ($4.41M).Learn more on KCE's institutional investors.

Which institutional investors have been buying SPDR S&P Capital Markets ETF stock?

Of the 70 institutional investors that purchased SPDR S&P Capital Markets ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Assetmark Inc. ($1.17M), Fisher Asset Management LLC ($288.44K), Money Concepts Capital Corp ($140.37K), Royal Fund Management LLC ($83.34K), Thrivent Financial for Lutherans ($78.83K), Aveo Capital Partners LLC ($74.74K), and Cambridge Investment Research Advisors Inc. ($65.75K).

How much institutional buying is happening at SPDR S&P Capital Markets ETF?

Institutional investors have bought a total of 2,526,959 shares in the last 24 months. This purchase volume represents approximately $239.18M in transactions.

Which SPDR S&P Capital Markets ETF major shareholders have been selling company stock?

Of the 32 institutional investors that sold SPDR S&P Capital Markets ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Assetmark Inc. ($848.31K), Money Concepts Capital Corp ($140.08K), Cambridge Investment Research Advisors Inc. ($84.57K), Royal Fund Management LLC ($43.33K), Fisher Asset Management LLC ($23.82K), Jane Street Group LLC ($16.28K), and LPL Financial LLC ($9.24K).

How much institutional selling is happening at SPDR S&P Capital Markets ETF?

Institutional investors have sold a total of 1,224,162 shares in the last 24 months. This volume of shares sold represents approximately $126.93M in transactions.



This page (NYSEARCA:KCE) was last updated on 1/21/2025 by MarketBeat.com Staff
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