SS SPDR S&P Kensho FS ETFFITEETF
13F holders, Q4 2024 (December 31)29holders +7
8new positions
4sold out
1famous investor
$66.98avg. 13F price*
At the end of Q4 2024, 29 institutions reported holding SS SPDR S&P Kensho FS ETF (FITE) in their 13F filings, up 7 from Q3 2024. 8 opened new positions and 4 sold out. The largest holders were Hughes Financial Services, LLC ($21.6M), LPL Financial LLC ($12.9M) and Frederick Financial Consultants, LLC ($10.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR S&P Kensho FS ETF
- Filed as
- SPDR SER TR (Q4 2024)
- CUSIP
- 78468R671
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.3M |
| Exits | 4 | $404K |
All 13F filers, Q3 2024 → Q4 2024: 148,815 shares bought and 17,577 shares sold, net +131,238 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 29 holders
| Hughes Financial Services, LLC | 4.43% | — | 322,268 | $21.6M |
| LPL Financial LLC | 0.01% | Add +88.1% | 193,256 | $12.9M |
| Frederick Financial Consultants, LLC | 8.05% | — | 150,534 | $10.1M |
| UBS Group AG | 0.00% | Add +428.1% | 46,662 | $3.1M |
| CoreCap Advisors, LLC | 0.05% | Reduce -3.6% | 14,903 | $998K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -41.3% | 13,124 | $879K |
| WealthBridge Capital Management, LLC | 0.19% | Add +0.5% | 10,096 | $676K |
| Raymond James Financial Inc. | 0.00% | — | 7,734 | $518K |
| HighTower Advisors, LLC | 0.00% | Reduce -11.0% | 7,634 | $511K |
| Fort Point Capital Partners LLC | 0.06% | Reduce -2.5% | 7,330 | $491K |
| Freedom Investment Management, Inc. | 0.03% | Add +8.3% | 6,196 | $415K |
| WealthCare Investment Partners, LLC | 0.12% | New | 4,203 | $282K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 4,124 | $276K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.0% | 3,948 | $264K |
| Citadel Advisors | 0.00% | New | 3,771 | $253K |
| Two Sigma Investments, LP | 0.00% | New | 3,700 | $248K |
| Focus Partners Wealth | 0.00% | New | 3,611 | $242K |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.9% | 1,223 | $82K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 420 | $28K |
| US Bancorp \de | 0.00% | New | 286 | $19K |
| Morgan Stanley | 0.00% | Reduce -0.5% | 219 | $15K |
| Wells Fargo & Company | 0.00% | No change | 188 | $13K |
| Franklin Resources Inc. | 0.00% | No change | 140 | $9K |
| Principal Securities, Inc. | 0.00% | New | 135 | $9K |
| Toth Financial Advisory Corp. | 0.00% | No change | 100 | $7K |
| Simplex Trading, LLC | 0.00% | New | 100 | $6K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 49 | $3K |
| American Capital Advisory, LLC | 0.00% | No change | 8 | $536 |
| Graney & King, LLC | 0.00% | — | 6 | $402 |
"% of holder's portfolio" is FITE's weight in each manager's 13F, not the share of SS SPDR S&P Kensho FS ETF the manager owns.