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

$131.74
-0.22 (-0.17%)
(As of 11/1/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
43
Total
Institutional Inflows
(last 12 months)
$60.88M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$97.65M
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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
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%
10/30/2024 Hanlon Investment Management Inc.3,908$488K0.1%+3.3%0.195%
10/29/2024 Farther Finance Advisors LLC1,606$201K0.0%-62.3%0.080%
10/28/2024 Gladstone Institutional Advisory LLC8,104$1.01M0.0%N/A0.405%
10/28/2024 United Asset Strategies Inc.1,866$233K0.0%-69.8%0.093%
10/24/2024 Custom 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%
10/24/2024 Masso Torrence Wealth Management Inc.17,716$2.21M1.2%N/A0.886%
10/23/2024 Blackston Financial Advisory Group LLC2,219$277K0.1%N/A0.111%
10/23/2024 Global Trust Asset Management LLC400$50K0.0%N/A0.020%
10/22/2024 Private Advisor Group LLC6,210$776K0.0%-23.7%0.311%
10/21/2024 Vicus 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%
8/6/2024 Hanlon Investment Management Inc.3,784$417K0.1%N/A0.189%
8/5/2024 Private Advisor Group LLC8,136$897K0.0%+52.4%0.407%
8/2/2024Aveo Capital Partners LLC34,776$3.84M0.4%N/A1.739%
8/1/2024 United Asset Strategies Inc.6,189$683K0.1%N/A0.309%
7/31/2024 Farther 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%
7/29/2024 Meitav Investment House Ltd.2,200$241K0.0%N/A0.110%
7/27/2024 Zimmermann Investment Management & Planning LLC13,782$1.52M0.5%-17.5%0.689%
7/26/2024 Cambridge Investment Research Advisors Inc.14,343$1.58M0.0%-68.8%0.717%
7/23/2024 Vicus 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%
7/16/2024 Envestnet Portfolio Solutions Inc.4,257$470K0.0%N/A0.213%
7/12/2024 Ignite Planners LLC3,795$420K0.1%N/A0.190%
7/12/2024 Accel Wealth Management10,546$1.16M0.5%-0.8%0.527%
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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%
4/23/2024 Global Retirement Partners LLC850$94K0.0%+1,788.9%0.040%
4/22/2024 HF Advisory Group LLC3,116$344K0.2%-34.6%0.145%
4/19/2024 Accel Wealth Management10,633$1.18M0.5%+1.4%0.495%
4/17/2024 Vicus 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%
2/9/2024 Cambridge Investment Research Advisors Inc.46,016$4.69M0.0%+17.8%2.789%
2/9/2024 Hanlon Investment Management Inc.2,401$245K0.1%-44.8%0.146%
2/9/2024Assetmark Inc.424,799$43.32M0.2%-63.7%25.745%
2/7/2024 Envestnet Portfolio Solutions Inc.4,109$419K0.0%-21.2%0.249%
2/7/2024 Principal Securities Inc.251$26K0.0%N/A0.015%
2/6/2024 Private 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%
2/1/2024 Vicus Capital28,038$2.86M0.3%-6.2%1.699%
1/31/2024 HF Advisory Group LLC4,767$486K0.3%-3.9%0.289%
1/26/2024 Custom 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%
1/24/2024 Advisors Preferred LLC612$62K0.0%N/A0.037%
1/24/2024 International Assets Investment Management LLC29,208$2.98M0.0%N/A1.770%
1/22/2024 Zimmermann Investment Management & Planning LLC42,357$4.32M1.8%+14.9%2.567%
1/16/2024Raymond James Financial Services Advisors Inc.6,611$674K0.0%N/A0.401%
1/16/2024Raymond James & Associates5,386$549K0.0%+88.9%0.326%
1/9/2024DB Wealth Management Group LLC6,852$699K0.4%N/A0.415%
11/15/2023Baker Avenue Asset Management LP17,176$1.49M0.1%N/A1.041%
11/13/2023Envestnet Asset Management Inc.40,086$3.48M0.0%+935.8%2.429%
11/13/2023 Envestnet Portfolio Solutions Inc.5,215$452K0.0%N/A0.316%
11/13/2023PNC Financial Services Group Inc.2,280$198K0.0%-18.0%0.138%
11/9/2023Beaumont Capital Management LLC10,556$916K0.7%N/A0.640%
11/8/2023Barometer Capital Management Inc.9,307$807K0.3%N/A0.564%
11/6/2023Aveo Capital Partners LLC39,963$3.47M0.5%N/A2.422%
11/3/2023 Private Advisor Group LLC7,339$637K0.0%N/A0.445%
11/1/2023Csenge Advisory Group23,356$2.03M0.1%+863.1%1.416%
11/1/2023 Money Concepts Capital Corp12,432$1.08M0.1%+2.5%0.753%
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10/31/2023 Zimmermann Investment Management & Planning LLC36,854$3.20M1.5%N/A2.234%
10/27/2023Assetmark Inc.1,169,608$101.47M0.4%N/A70.885%
10/24/2023Stratos Wealth Partners LTD.5,026$436K0.0%N/A0.305%
10/24/2023Raymond James & Associates2,851$247K0.0%N/A0.173%
10/24/2023 Cambridge Investment Research Advisors Inc.39,056$3.39M0.0%-57.1%2.367%
10/23/2023 Vicus Capital29,889$2.59M0.3%+1.2%1.811%
10/23/2023Commonwealth Equity Services LLC5,050$438K0.0%+32.4%0.306%
10/20/2023 Accel Wealth Management10,585$918K0.5%+2.9%0.642%
10/18/2023 Hanlon Investment Management Inc.4,349$377K0.1%N/A0.264%
10/17/2023 Royal Fund Management LLC16,226$1.41M0.2%+2.7%0.983%
(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, 62 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 ($23.66M), Royal Fund Management LLC ($11.60M), Envestnet Asset Management Inc. ($4.41M), Aveo Capital Partners LLC ($3.84M), Vicus Capital ($3.12M), and Csenge Advisory Group ($2.83M).Learn more on KCE's institutional investors.

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

Of the 56 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 ($352.63K), Money Concepts Capital Corp ($140.37K), Royal Fund Management LLC ($92.44K), Aveo Capital Partners LLC ($74.74K), Cambridge Investment Research Advisors Inc. ($65.75K), and International Assets Investment Management LLC ($58.70K).

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

Institutional investors have bought a total of 2,358,651 shares in the last 24 months. This purchase volume represents approximately $211.77M in transactions.

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

Of the 30 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), Tower Research Capital LLC TRC ($9.56K), LPL Financial LLC ($9.24K), MML Investors Services LLC ($8.02K), and Atria Investments Inc ($6.98K).

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

Institutional investors have sold a total of 1,156,288 shares in the last 24 months. This volume of shares sold represents approximately $116.96M in transactions.



This page (NYSEARCA:KCE) was last updated on 11/2/2024 by MarketBeat.com Staff
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