SS SPDR S&P Cap MKTS ETFKCEETF
13F holders, Q1 2024 (March 31)76holders
2famous investors
$110.53avg. 13F price*
At the end of Q1 2024, 76 institutions reported holding SS SPDR S&P Cap MKTS ETF (KCE) in their 13F filings. The largest holders were Assetmark, Inc. ($56.7M), Bank of America Corp. ($53.3M) and Fisher Asset Management ($25.1M). 2 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR S&P Cap MKTS ETF
- Filed as
- SPDR SER TR (Q1 2024)
- CUSIP
- 78464A771
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $20.6M |
| Exits | 18 | $8.5M |
Ownership 76 holders
| Assetmark, Inc. | 0.18% | Add +20.7% | 512,577 | $56.7M |
| Bank of America Corp. | 0.01% | Reduce -0.1% | 481,828 | $53.3M |
| Fisher Asset Management | 0.01% | Reduce -2.0% | 227,348 | $25.1M |
| Morgan Stanley | 0.00% | Add +23.7% | 171,167 | $18.9M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 0.86% | New | 89,063 | $9.8M |
| LPL Financial LLC | 0.01% | Add +88.9% | 86,288 | $9.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -0.1% | 45,973 | $5.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -36.2% | 41,677 | $4.6M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 0.89% | New | 30,937 | $3.4M |
| Vicus Capital | 0.27% | Reduce -3.9% | 26,956 | $3.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +13.6% | 26,746 | $3.0M |
| Cavalier Investments, LLC | 1.06% | Reduce -54.9% | 26,328 | $2.9M |
| Royal Fund Management, LLC | 0.25% | Add +10.4% | 19,877 | $2.2M |
| Baker Avenue Asset Management, LP | 0.09% | Add +0.7% | 19,907 | $2.2M |
| Citadel Advisors | 0.00% | Add +1433.6% | 19,415 | $2.1M |
| Atria Investments, Inc | 0.03% | Add +3.9% | 18,346 | $2.0M |
| Zimmermann Investment Management & Planning LLC | 0.66% | Reduce -60.6% | 16,696 | $1.8M |
| Stifel Financial Corp. | 0.00% | Add +133.7% | 16,647 | $1.8M |
| Raymond James & Associates | 0.00% | Add +204.2% | 16,386 | $1.8M |
| Csenge Advisory Group | 0.10% | Add +6.6% | 15,687 | $1.7M |
| Retireful, LLC | 0.67% | New | 14,597 | $1.6M |
| UBS Group AG | 0.00% | Add +150.1% | 14,155 | $1.6M |
| Goldman Sachs Group Inc. | 0.00% | No change | 12,288 | $1.4M |
| Money Concepts Capital Corp. | 0.12% | Reduce -5.3% | 11,719 | $1.3M |
| Cetera Investment Advisers | 0.00% | New | 11,647 | $1.3M |
| Accel Wealth Management | 0.50% | Add +1.4% | 10,633 | $1.2M |
| DHK Financial Advisors, Inc. | 0.78% | New | 9,925 | $1.1M |
| Two Sigma Investments, LP | 0.00% | Reduce -24.7% | 9,711 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +45.0% | 9,476 | $1.0M |
| Ascent Group, LLC | 0.08% | Reduce -41.8% | 8,247 | $912K |
| Barometer Capital Management Inc. | 0.23% | Add +4.4% | 8,350 | $887K |
| Oppenheimer & Co. Inc. | 0.01% | New | 7,914 | $875K |
| Wealthfront Advisers LLC | 0.00% | Add +6.5% | 5,969 | $660K |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.2% | 5,928 | $655K |
| Susquehanna International Group, LLP | 0.00% | Reduce -51.5% | 5,529 | $611K |
| Private Advisor Group, LLC | 0.00% | Add +0.1% | 5,338 | $590K |
| Algorithmic Investment Models, LLC | 0.39% | Reduce -7.0% | 4,825 | $533K |
| Quantum Portfolio Management LLC | 0.27% | Add +10.8% | 4,316 | $477K |
| CreativeOne Wealth, LLC | 0.02% | New | 4,084 | $451K |
| Global Financial Private Client, LLC | 0.19% | New | 3,932 | $431K |
| Fort Point Capital Partners LLC | 0.06% | New | 3,845 | $425K |
| HF Advisory Group, LLC | 0.19% | Reduce -34.6% | 3,116 | $344K |
| AMJ Financial Wealth Management | 0.11% | New | 2,890 | $319K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -37.2% | 2,308 | $255K |
| Gsa Capital Partners LLP | 0.02% | New | 2,002 | $221K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,973 | $218K |
| NewEdge Advisors, LLC | 0.00% | New | 1,883 | $208K |
| NorthCoast Asset Management LLC | 0.00% | New | 1,883 | $208K |
| Royal Bank of Canada | 0.00% | Reduce -81.9% | 1,618 | $179K |
| RFP Financial Group LLC | 0.06% | Reduce -3.5% | 1,400 | $155K |
| CIBC Private Wealth Group LLC | 0.00% | New | 1,317 | $144K |
| MGB Wealth Management, LLC | 0.05% | No change | 1,097 | $120K |
| FMR LLC | 0.00% | Reduce -26.8% | 922 | $102K |
| Global Retirement Partners, LLC | 0.00% | Add +1788.9% | 850 | $94K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.5% | 650 | $72K |
| Blair William & Co. | 0.00% | Add +157.5% | 587 | $65K |
| IFP Advisors, Inc | 0.00% | No change | 530 | $59K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 488 | $54K |
| Larson Financial Group LLC | 0.00% | Add +12.1% | 269 | $30K |
| Parallel Advisors, LLC | 0.00% | Add +0.4% | 264 | $29K |
| First Manhattan Co. Llc. | 0.00% | No change | 236 | $26K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 225 | $25K |
| MCF Advisors LLC | 0.00% | Add +0.6% | 170 | $19K |
| Spire Wealth Management | 0.00% | No change | 113 | $12K |
| Peoples Bank | 0.01% | New | 95 | $11K |
| Simplex Trading, LLC | 0.00% | New | 99 | $10K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 78 | $9K |
| CoreCap Advisors, LLC | 0.00% | New | 64 | $7K |
| Lanark Financial, Inc. | 0.00% | Reduce -27.1% | 70 | $7K |
| Sunbelt Securities, Inc. | 0.00% | No change | 52 | $6K |
| Harbour Investments, Inc. | 0.00% | No change | 51 | $6K |
| City Holding Co. | 0.00% | No change | 45 | $5K |
| Abound Wealth Management | 0.00% | Add +214.3% | 22 | $2K |
| Sittner & Nelson, LLC | 0.00% | New | 22 | $2K |
| JPMorgan Chase & Co. | 0.00% | Reduce -84.6% | 10 | $1K |
| Hollencrest Capital Management | 0.00% | New | 5 | $553 |
"% of holder's portfolio" is KCE's weight in each manager's 13F, not the share of SS SPDR S&P Cap MKTS ETF the manager owns.