SS SPDR S&P Kensho FS ETFFITEETF

13F holders, Q1 2025 (March 31)
36holders +7
8new positions
1sold out
1famous investor
$62.86avg. 13F price*

At the end of Q1 2025, 36 institutions reported holding SS SPDR S&P Kensho FS ETF (FITE) in their 13F filings, up 7 from Q4 2024. 8 opened new positions and 1 sold out. The largest holders were Hughes Financial Services, LLC ($20.3M), LPL Financial LLC ($11.8M) and Frederick Financial Consultants, LLC ($9.5M). 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 (Q1 2025)
CUSIP
78468R671
Latest filing quarter
Q2 2026

History

Number of 13F holders

0204060 Q1 2024: 21Q1 2024Q2 2024: 22Q2 2024Q3 2024: 22Q3 2024Q4 2024: 29Q4 2024Q1 2025: 36Q1 2025Q2 2025: 34Q2 2025Q3 2025: 38Q3 2025Q4 2025: 43Q4 2025Q1 2026: 51Q1 2026Q2 2026: 51Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions8$1.7M
Exits1$6K

All 13F filers, Q4 2024 → Q1 2025: 52,984 shares bought and 13,085 shares sold, net +39,899 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 36 holders

Hughes Financial Services, LLC 3.96% Reduce -0.3% 321,328 $20.3M
LPL Financial LLC 0.00% Reduce -2.8% 187,845 $11.8M
Frederick Financial Consultants, LLC 6.88% Add +0.8% 151,818 $9.5M
UBS Group AG 0.00% Add +17.2% 54,677 $3.4M
CoreCap Advisors, LLC 0.05% Add +12.1% 16,703 $1.0M
WealthBridge Capital Management, LLC 0.19% Add +5.9% 10,696 $672K
Two Sigma Investments, LP 0.00% Add +183.8% 10,500 $659K
Virtu Financial LLC 0.03% New 8,076 $507K
Raymond James Financial Inc. 0.00% Reduce -0.1% 7,726 $485K
Susquehanna International Group, LLP 0.00% New 7,723 $485K
Fort Point Capital Partners LLC 0.05% Add +4.5% 7,660 $481K
HighTower Advisors, LLC 0.00% Add +0.3% 7,653 $480K
WealthCare Investment Partners, LLC 0.20% Add +87.9% 7,897 $465K
Envestnet Asset Management Inc. 0.00% Reduce -48.5% 6,756 $424K
Baird Financial Group, Inc. 0.00% New 6,691 $420K
Freedom Investment Management, Inc. 0.03% Reduce -0.8% 6,146 $386K
Focus Partners Wealth 0.00% Add +64.8% 5,949 $374K
Citadel Advisors 0.00% Add +24.1% 4,679 $294K
Cambridge Investment Research Advisors, Inc. 0.00% Add +11.4% 4,593 $288K
Commonwealth Equity Services, LLC 0.00% Add +0.1% 3,950 $248K
Wealthfront Advisers LLC 0.00% New 3,867 $243K
Osaic Holdings, Inc. 0.00% Reduce -1.6% 1,203 $76K
Wealth Preservation Advisors, LLC 0.04% — 851 $53K
Prestige Wealth Management Group LLC 0.01% No change 420 $26K
US Bancorp \de 0.00% No change 286 $18K
Morgan Stanley 0.00% Add +0.5% 220 $14K
Bank of America Corp. 0.00% New 160 $10K
Principal Securities, Inc. 0.00% No change 135 $9K
Franklin Resources Inc. 0.00% No change 140 $9K
AE Wealth Management LLC 0.00% New 130 $8K
Toth Financial Advisory Corp. 0.00% No change 100 $6K
N.E.W. Advisory Services LLC 0.00% New 65 $4K
Aptus Capital Advisors, LLC 0.00% No change 49 $3K
IFP Advisors, Inc 0.00% New 12 $753
American Capital Advisory, LLC 0.00% No change 8 $503
Graney & King, LLC 0.00% No change 6 $377

"% 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.