SS SPDR S&P Cap MKTS ETFKCEETF
13F holders, Q4 2024 (December 31)131holders +27
39new positions
14sold out
3famous investors
$136.94avg. 13F price*
At the end of Q4 2024, 131 institutions reported holding SS SPDR S&P Cap MKTS ETF (KCE) in their 13F filings, up 27 from Q3 2024. 39 opened new positions and 14 sold out. The largest holders were Bank of America Corp. ($87.7M), Meitav Investment House Ltd. ($36.3M) and Morgan Stanley ($34.9M). 3 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- SS SPDR S&P Cap MKTS ETF
- Filed as
- SPDR SER TR (Q4 2024)
- CUSIP
- 78464A771
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $47.8M |
| Exits | 14 | $10.6M |
All 13F filers, Q3 2024 → Q4 2024: 1,074,515 shares bought and 1,073,219 shares sold, net +1,296 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 131 holders
| Bank of America Corp. | 0.01% | Add +31.3% | 636,559 | $87.7M |
| Meitav Investment House Ltd. | 0.61% | Add +11880.5% | 263,571 | $36.3M |
| Morgan Stanley | 0.00% | Add +37.2% | 253,641 | $34.9M |
| LPL Financial LLC | 0.01% | Add +39.6% | 179,789 | $24.8M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 1.50% | Add +55.1% | 138,163 | $19.0M |
| UBS Group AG | 0.00% | Add +14.6% | 96,891 | $13.3M |
| Thrivent Financial for Lutherans | 0.03% | Add +20.9% | 95,322 | $13.1M |
| 360 Financial, Inc. | 4.62% | Add +4.7% | 92,766 | $12.8M |
| Fisher Asset Management | 0.00% | Reduce -15.9% | 78,557 | $10.8M |
| Composition Wealth, LLC | 0.16% | New | 56,437 | $7.8M |
| Royal Fund Management, LLC | 0.74% | Reduce -46.9% | 49,111 | $6.8M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 1.57% | Add +54.1% | 47,687 | $6.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +275.4% | 46,131 | $6.4M |
| Merit Financial Group, LLC | 0.10% | New | 40,909 | $5.6M |
| Nottingham Advisors, Inc. | 0.63% | New | 36,011 | $5.0M |
| TigerOak Management, L.L.C. | 1.48% | — | 29,346 | $4.0M |
| Good Life Advisors, LLC | 0.29% | New | 29,093 | $4.0M |
| Provident Co of the Employees of the Hebrew University LTD | 4.43% | New | 27,651 | $3.8M |
| Baker Avenue Asset Management, LP | 0.11% | Add +10.8% | 26,389 | $3.6M |
| Cavalier Investments, LLC | 1.21% | No change | 26,328 | $3.6M |
| Citadel Advisors | 0.00% | Reduce -28.7% | 26,247 | $3.6M |
| Raymond James Financial Inc. | 0.00% | — | 26,035 | $3.6M |
| HighTower Advisors, LLC | 0.00% | Add +7.6% | 23,010 | $3.2M |
| Vicus Capital | 0.27% | Reduce -10.6% | 22,334 | $3.1M |
| Mariner, LLC | 0.01% | New | 21,628 | $3.0M |
| Masso Torrence Wealth Management Inc. | 1.43% | Add +11.6% | 19,764 | $2.7M |
| Flow Traders U.S. LLC | 0.09% | New | 15,498 | $2.1M |
| MML Investors Services, LLC | 0.01% | Add +10.6% | 15,307 | $2.1M |
| Fortis Group Advisors, LLC | 0.37% | New | 14,524 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Add +121.1% | 14,097 | $1.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -65.4% | 13,630 | $1.9M |
| Stifel Financial Corp. | 0.00% | Add +0.1% | 12,934 | $1.8M |
| Geneos Wealth Management Inc. | 0.06% | New | 11,479 | $1.6M |
| Quattro Financial Advisors LLC | 0.39% | New | 10,603 | $1.5M |
| Accel Wealth Management | 0.58% | Add +3.3% | 11,025 | $1.5M |
| Aspen Wealth Strategies, LLC | 0.96% | New | 10,946 | $1.5M |
| Barometer Capital Management Inc. | 0.60% | Add +83.7% | 12,400 | $1.5M |
| DHK Financial Advisors, Inc. | 0.84% | Add +0.4% | 10,007 | $1.4M |
| Money Concepts Capital Corp. | 0.10% | Reduce -17.8% | 9,905 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -84.7% | 9,865 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -16.0% | 9,837 | $1.4M |
| Oppenheimer & Co. Inc. | 0.02% | Add +7.2% | 9,671 | $1.3M |
| Community Bank, N.A. | 0.17% | New | 9,433 | $1.3M |
| Csenge Advisory Group | 0.07% | Reduce -62.0% | 9,222 | $1.3M |
| Fort Point Capital Partners LLC | 0.14% | Add +6.8% | 8,862 | $1.2M |
| Financial Management Professionals, Inc. | 0.15% | New | 8,488 | $1.2M |
| Global Financial Private Client, LLC | 0.43% | Add +8.9% | 8,370 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Add +25.1% | 7,768 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Add +123.5% | 7,280 | $1.0M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -1.9% | 7,116 | $980K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +102.2% | 7,010 | $965K |
| Royal Bank of Canada | 0.00% | Reduce -57.9% | 6,436 | $886K |
| HRT Financial LP | 0.00% | New | 6,249 | $860K |
| Ferguson Shapiro LLC | 0.31% | New | 6,167 | $849K |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -25.9% | 6,008 | $827K |
| Fulcrum Equity Management | 0.81% | New | 5,963 | $821K |
| Cetera Investment Advisers | 0.00% | Reduce -41.4% | 5,532 | $762K |
| Commonwealth Equity Services, LLC | 0.00% | Add +21.1% | 5,421 | $747K |
| Leuthold Group, LLC | 0.09% | New | 5,349 | $737K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +287.6% | 5,294 | $729K |
| Two Sigma Investments, LP | 0.00% | Reduce -78.0% | 5,200 | $716K |
| Arkadios Wealth Advisors | 0.03% | Add +6.8% | 4,643 | $639K |
| Quantum Portfolio Management LLC | 0.33% | Add +0.7% | 4,518 | $622K |
| Advisory Services Network, LLC | 0.01% | New | 4,196 | $578K |
| Independent Advisor Alliance | 0.01% | New | 4,099 | $564K |
| Founders Financial Securities LLC | 0.05% | New | 3,778 | $520K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 3,746 | $516K |
| AMJ Financial Wealth Management | 0.14% | Add +27.3% | 3,536 | $487K |
| NewEdge Advisors, LLC | 0.00% | Add +47.2% | 3,244 | $447K |
| D. E. Shaw & Co. | 0.00% | New | 3,211 | $442K |
| Sanctuary Advisors, LLC | 0.00% | Add +70.8% | 2,999 | $439K |
| Bank of Montreal | 0.00% | Add +11968.0% | 3,017 | $415K |
| Wealthfront Advisers LLC | 0.00% | Reduce -52.6% | 2,889 | $398K |
| HF Advisory Group, LLC | 0.18% | Reduce -4.6% | 2,876 | $396K |
| Equitable Holdings, Inc. | 0.00% | New | 2,563 | $353K |
| Delta Investment Management, LLC | 0.07% | Add +21.6% | 2,473 | $340K |
| Claris Financial LLC | 0.22% | — | 2,390 | $329K |
| Assetmark, Inc. | 0.00% | Reduce -99.7% | 2,340 | $322K |
| Blackston Financial Advisory Group, LLC | 0.13% | Reduce -13.1% | 1,928 | $266K |
| Stratos Wealth Advisors, LLC | 0.01% | New | 1,785 | $246K |
| IFG Advisory, LLC | 0.01% | New | 1,775 | $244K |
| CIBC Private Wealth Group LLC | 0.00% | Add +22.3% | 1,742 | $240K |
| Courier Capital LLC | 0.02% | New | 1,702 | $234K |
| FMR LLC | 0.00% | Add +5.1% | 1,697 | $234K |
| IAM Advisory, LLC | 0.06% | New | 1,684 | $232K |
| Westwind Capital | 0.05% | New | 16,413 | $226K |
| Kaizen Financial Strategies | 0.13% | New | 1,607 | $221K |
| Qube Research & Technologies Ltd | 0.00% | Add +49033.3% | 1,474 | $203K |
| Advisors Preferred, LLC | 0.03% | Reduce -35.9% | 1,319 | $182K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -11.3% | 1,191 | $164K |
| Private Trust Co. NA | 0.02% | Add +58.5% | 1,154 | $159K |
| MGB Wealth Management, LLC | 0.05% | No change | 1,097 | $151K |
| Tidemark, LLC | 0.04% | New | 827 | $114K |
| Blair William & Co. | 0.00% | No change | 813 | $112K |
| Realta Investment Advisors | 0.03% | New | 590 | $82K |
| Comerica Bank | 0.00% | Add +600.0% | 525 | $72K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 488 | $67K |
| Global Trust Asset Management, LLC | 0.02% | No change | 400 | $55K |
| Larson Financial Group LLC | 0.00% | Reduce -1.6% | 364 | $50K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +0.0% | 281 | $40K |
"% 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.