SS SPDR S&P Cap MKTS ETFKCEETF
13F holders, Q1 2025 (March 31)124holders −7
15new positions
20sold out
3famous investors
$126.14avg. 13F price*
At the end of Q1 2025, 124 institutions reported holding SS SPDR S&P Cap MKTS ETF (KCE) in their 13F filings, down 7 from Q4 2024. 15 opened new positions and 20 sold out. The largest holders were Bank of America Corp. ($90.4M), Morgan Stanley ($37.1M) and Meitav Investment House Ltd. ($33.1M). 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 (Q1 2025)
- CUSIP
- 78464A771
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $14.9M |
| Exits | 20 | $24.8M |
All 13F filers, Q4 2024 → Q1 2025: 315,095 shares bought and 379,101 shares sold, net −64,006 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 124 holders
| Bank of America Corp. | 0.01% | Add +12.5% | 716,130 | $90.4M |
| Morgan Stanley | 0.00% | Add +16.0% | 294,303 | $37.1M |
| Meitav Investment House Ltd. | 0.61% | Reduce -0.5% | 262,287 | $33.1M |
| LPL Financial LLC | 0.01% | Reduce -15.9% | 151,141 | $19.1M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 1.43% | No change | 138,163 | $17.4M |
| UBS Group AG | 0.00% | Add +5.9% | 102,567 | $12.9M |
| 360 Financial, Inc. | 4.49% | Add +6.0% | 98,369 | $12.4M |
| Fisher Asset Management | 0.00% | Reduce -16.4% | 65,660 | $8.3M |
| IMC-Chicago, LLC | 0.25% | New | 51,489 | $6.5M |
| Royal Fund Management, LLC | 0.73% | Reduce -1.1% | 48,559 | $6.2M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 1.50% | No change | 47,687 | $6.0M |
| Merit Financial Group, LLC | 0.09% | Add +10.8% | 45,335 | $5.7M |
| Nottingham Advisors, Inc. | 0.85% | Add +22.0% | 43,934 | $5.5M |
| Good Life Advisors, LLC | 0.27% | Add +2.9% | 29,948 | $3.8M |
| TigerOak Management, L.L.C. | 1.40% | Reduce -2.1% | 28,715 | $3.6M |
| Baker Avenue Asset Management, LP | 0.11% | Add +8.6% | 28,652 | $3.6M |
| Provident Co of the Employees of the Hebrew University LTD | 4.00% | No change | 27,651 | $3.5M |
| Raymond James Financial Inc. | 0.00% | Add +2.5% | 26,695 | $3.4M |
| Cavalier Investments, LLC | 1.13% | No change | 26,328 | $3.3M |
| Masso Torrence Wealth Management Inc. | 1.73% | Add +29.6% | 25,625 | $3.2M |
| HighTower Advisors, LLC | 0.00% | Add +6.8% | 24,578 | $3.1M |
| Vicus Capital | 0.27% | Add +3.0% | 22,993 | $2.9M |
| MML Investors Services, LLC | 0.01% | Add +50.2% | 22,988 | $2.9M |
| Mariner, LLC | 0.00% | Reduce -0.3% | 21,574 | $2.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +46.1% | 19,918 | $2.5M |
| Community Bank, N.A. | 0.33% | Add +107.2% | 19,540 | $2.5M |
| Whalen Wealth Management Inc. | 1.43% | New | 17,019 | $2.1M |
| Westwind Capital | 0.52% | Add +0.3% | 16,465 | $2.1M |
| Jane Street Group, LLC | 0.00% | New | 15,579 | $2.0M |
| Tower Research Capital LLC (TRC) | 0.05% | Add +84.2% | 12,915 | $1.6M |
| Aspen Wealth Strategies, LLC | 1.03% | Add +13.6% | 12,437 | $1.6M |
| WESPAC Advisors SoCal, LLC | 0.40% | New | 12,119 | $1.5M |
| Accel Wealth Management | 0.55% | Add +9.7% | 12,094 | $1.5M |
| Oppenheimer & Co. Inc. | 0.02% | Add +14.7% | 11,093 | $1.4M |
| Stifel Financial Corp. | 0.00% | Reduce -14.4% | 11,066 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -24.0% | 10,712 | $1.4M |
| DHK Financial Advisors, Inc. | 0.70% | Add +0.4% | 10,051 | $1.3M |
| Money Concepts Capital Corp. | 0.09% | Reduce -0.9% | 9,818 | $1.2M |
| Fort Point Capital Partners LLC | 0.13% | Add +3.5% | 9,176 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.3% | 9,041 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -9.2% | 8,933 | $1.1M |
| Csenge Advisory Group | 0.06% | Add +3.3% | 9,527 | $1.1M |
| Global Financial Private Client, LLC | 0.39% | Reduce -2.9% | 8,130 | $1.0M |
| Financial Management Professionals, Inc. | 0.12% | Reduce -13.1% | 7,379 | $931K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.1% | 7,126 | $899K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -10.3% | 6,533 | $824K |
| Citadel Advisors | 0.00% | Reduce -77.2% | 5,973 | $754K |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -0.8% | 5,957 | $752K |
| Cetera Investment Advisers | 0.00% | Add +3.8% | 5,742 | $724K |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.9% | 5,633 | $711K |
| Ferguson Shapiro LLC | 0.26% | Reduce -9.1% | 5,605 | $707K |
| Stephens Inc. | 0.01% | New | 5,551 | $700K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.4% | 5,275 | $665K |
| Private Advisor Group, LLC | 0.00% | Reduce -32.9% | 5,215 | $658K |
| Arkadios Wealth Advisors | 0.02% | Add +10.2% | 5,115 | $645K |
| Quantum Portfolio Management LLC | 0.29% | No change | 4,518 | $570K |
| Leuthold Group, LLC | 0.07% | Reduce -19.6% | 4,298 | $542K |
| Atria Wealth Solutions, Inc. | 0.01% | New | 4,214 | $532K |
| Advisory Services Network, LLC | 0.01% | Reduce -1.3% | 4,142 | $523K |
| Wealthfront Advisers LLC | 0.00% | Add +41.9% | 4,099 | $517K |
| Flow Traders U.S. LLC | 0.02% | Reduce -75.4% | 3,818 | $482K |
| Royal Bank of Canada | 0.00% | Reduce -41.2% | 3,786 | $477K |
| Sanctuary Advisors, LLC | 0.00% | Add +13.1% | 3,393 | $428K |
| D. E. Shaw & Co. | 0.00% | Add +3.1% | 3,311 | $418K |
| HBW Advisory Services LLC | 0.06% | New | 3,260 | $411K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -15.7% | 3,157 | $398K |
| Equitable Holdings, Inc. | 0.00% | Add +18.3% | 3,032 | $383K |
| Foresight Capital Management Advisors, Inc. | 0.23% | New | 2,905 | $367K |
| Headland Capital, LLC | 0.12% | New | 2,853 | $360K |
| HF Advisory Group, LLC | 0.15% | Reduce -6.8% | 2,682 | $338K |
| Claris Financial LLC | 0.22% | No change | 2,390 | $329K |
| Delta Investment Management, LLC | 0.06% | Add +0.3% | 2,481 | $313K |
| Assetmark, Inc. | 0.00% | Add +3.4% | 2,419 | $305K |
| NewEdge Advisors, LLC | 0.00% | Reduce -32.4% | 2,192 | $277K |
| IFG Advisory, LLC | 0.02% | Add +23.1% | 2,186 | $276K |
| Composition Wealth, LLC | 0.01% | Reduce -96.3% | 2,096 | $264K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -95.5% | 2,087 | $263K |
| Blackston Financial Advisory Group, LLC | 0.16% | Reduce -3.4% | 1,863 | $235K |
| Walleye Capital LLC | 0.00% | New | 1,827 | $231K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1091.8% | 1,597 | $201K |
| Tidemark, LLC | 0.07% | Add +84.9% | 1,529 | $193K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.3% | 1,748 | $190K |
| FMR LLC | 0.00% | Reduce -15.5% | 1,434 | $181K |
| Nova Wealth Management, Inc. | 0.15% | New | 1,404 | $177K |
| EP Wealth Advisors, LLC | 0.00% | No change | 1,191 | $150K |
| MGB Wealth Management, LLC | 0.05% | No change | 1,097 | $138K |
| Private Trust Co. NA | 0.01% | Reduce -7.5% | 1,068 | $135K |
| Bank of Montreal | 0.00% | Reduce -79.6% | 615 | $78K |
| AE Wealth Management LLC | 0.00% | Add +229.3% | 573 | $72K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 488 | $62K |
| Blair William & Co. | 0.00% | Reduce -47.9% | 424 | $53K |
| Advisors Preferred, LLC | 0.01% | Reduce -68.4% | 417 | $53K |
| Global Trust Asset Management, LLC | 0.03% | No change | 400 | $50K |
| Larson Financial Group LLC | 0.00% | Add +2.2% | 372 | $47K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 225 | $28K |
| Comerica Bank | 0.00% | Reduce -61.9% | 200 | $25K |
| Parallel Advisors, LLC | 0.00% | Add +0.5% | 188 | $24K |
| MCF Advisors LLC | 0.00% | Add +0.6% | 173 | $22K |
| Main Street Group, LTD | 0.01% | No change | 145 | $18K |
| Simplex Trading, LLC | 0.00% | New | 111 | $14K |
"% 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.