SS SPDR S&P Cap MKTS ETFKCEETF

13F holders, Q2 2025 (June 30)
117holders −7
11new positions
19sold out
3famous investors
$144.90avg. 13F price*

At the end of Q2 2025, 117 institutions reported holding SS SPDR S&P Cap MKTS ETF (KCE) in their 13F filings, down 7 from Q1 2025. 11 opened new positions and 19 sold out. The largest holders were Bank of America Corp. ($87.6M), Meitav Investment House Ltd. ($38.0M) and Morgan Stanley ($32.8M). 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 SERIES TRUST (Q2 2025)
CUSIP
78464A771
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 76Q1 2024Q2 2024: 88Q2 2024Q3 2024: 104Q3 2024Q4 2024: 131Q4 2024Q1 2025: 124Q1 2025Q2 2025: 117Q2 2025Q3 2025: 110Q3 2025Q4 2025: 102Q4 2025Q1 2026: 98Q1 2026Q2 2026: 99Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions11$28.4M
Exits19$10.0M

All 13F filers, Q1 2025 → Q2 2025: 225,541 shares bought and 395,613 shares sold, net −170,072 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 117 holders

Bank of America Corp. 0.01% Reduce -15.6% 604,363 $87.6M
Meitav Investment House Ltd. 0.51% Add +0.0% 262,315 $38.0M
Morgan Stanley 0.00% Reduce -23.2% 225,991 $32.8M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.45% No change 138,163 $20.0M
LPL Financial LLC 0.01% Reduce -12.8% 131,811 $19.1M
360 Financial, Inc. 4.69% Add +4.3% 102,569 $14.9M
UBS Group AG 0.00% Reduce -2.7% 99,817 $14.5M
Thrivent Financial for Lutherans 0.03% New 99,019 $14.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.21% New 53,775 $7.8M
Fisher Asset Management 0.00% Reduce -21.6% 51,469 $7.5M
Royal Fund Management, LLC 0.77% Add +2.6% 49,817 $7.2M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1.52% No change 47,687 $6.9M
Nottingham Advisors, Inc. 0.95% Add +0.4% 44,118 $6.4M
Baker Avenue Asset Management, LP 0.12% Add +4.2% 29,859 $4.3M
TigerOak Management, L.L.C. 1.41% Reduce -1.3% 28,340 $4.1M
Provident Co of the Employees of the Hebrew University LTD 4.00% No change 27,651 $4.0M
Cavalier Investments, LLC 1.16% No change 26,328 $3.8M
Vicus Capital 0.30% Add +8.9% 25,039 $3.6M
HighTower Advisors, LLC 0.00% Add +0.0% 24,583 $3.6M
Masso Torrence Wealth Management Inc. 1.64% Reduce -4.6% 24,442 $3.5M
Raymond James Financial Inc. 0.00% Reduce -12.9% 23,258 $3.4M
MML Investors Services, LLC 0.01% Reduce -2.2% 22,478 $3.3M
IMC-Chicago, LLC 0.08% Reduce -57.5% 21,878 $3.2M
Community Bank, N.A. 0.39% Add +5.6% 20,638 $3.0M
Fluent Financial, LLC 1.21% New 20,292 $2.9M
Envestnet Asset Management Inc. 0.00% Reduce -0.5% 19,813 $2.9M
Mariner, LLC 0.00% Reduce -20.6% 17,127 $2.5M
Westwind Capital 0.50% Add +2.6% 16,901 $2.5M
Merit Financial Group, LLC 0.03% Reduce -63.8% 16,436 $2.4M
GTS Securities LLC 0.09% New 14,397 $2.1M
Aspen Wealth Strategies, LLC 1.23% Add +12.8% 14,026 $2.0M
Accel Wealth Management 0.65% Add +10.9% 13,408 $1.9M
Susquehanna International Group, LLP 0.00% Add +19.2% 12,765 $1.9M
WESPAC Advisors SoCal, LLC 0.39% Reduce -1.7% 11,910 $1.7M
Stifel Financial Corp. 0.00% Add +6.8% 11,824 $1.7M
Oppenheimer & Co. Inc. 0.02% Add +3.7% 11,507 $1.7M
Royal Bank of Canada 0.00% Add +200.2% 11,366 $1.6M
DHK Financial Advisors, Inc. 0.84% Add +0.4% 10,093 $1.5M
Money Concepts Capital Corp. 0.09% Reduce -4.0% 9,421 $1.4M
Fort Point Capital Partners LLC 0.14% Add +2.0% 9,359 $1.4M
Csenge Advisory Group 0.07% Add +2.7% 9,783 $1.3M
Osaic Holdings, Inc. 0.00% Reduce -2.6% 8,806 $1.3M
Jane Street Group, LLC 0.00% Reduce -44.7% 8,609 $1.2M
Global Financial Private Client, LLC 0.44% Reduce -0.1% 8,126 $1.2M
Citadel Advisors 0.00% Add +29.4% 7,731 $1.1M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -18.1% 7,321 $1.1M
Kestra Advisory Services, LLC 0.01% Add +0.8% 7,182 $1.0M
Gladstone Institutional Advisory LLC 0.04% Reduce -1.0% 5,897 $855K
Janney Montgomery Scott LLC 0.00% Reduce -13.4% 5,654 $819K
Cetera Investment Advisers 0.00% Reduce -2.6% 5,593 $811K
Stephens Inc. 0.01% Reduce -0.2% 5,538 $803K
Arkadios Wealth Advisors 0.02% No change 5,115 $741K
Private Advisor Group, LLC 0.00% Reduce -5.6% 4,924 $714K
Ferguson Shapiro LLC 0.24% Reduce -13.4% 4,855 $704K
Tower Research Capital LLC (TRC) 0.02% Reduce -63.8% 4,673 $677K
Avantax Advisory Services, Inc. 0.00% New 4,614 $669K
Leuthold Group, LLC 0.08% Add +2.4% 4,402 $638K
Goldman Sachs Group Inc. 0.00% Add +103.0% 4,237 $614K
Wealthfront Advisers LLC 0.00% Add +2.5% 4,203 $609K
Sanctuary Advisors, LLC 0.00% Add +7.5% 3,648 $529K
Commonwealth Equity Services, LLC 0.00% Reduce -36.9% 3,557 $515K
D. E. Shaw & Co. 0.00% No change 3,311 $480K
HBW Advisory Services LLC 0.06% Reduce -2.2% 3,189 $462K
PNC Financial Services Group, Inc. 0.00% Reduce -4.8% 3,004 $435K
Steward Partners Investment Advisory, LLC 0.00% Reduce -46.3% 2,832 $410K
HF Advisory Group, LLC 0.15% Add +0.9% 2,706 $392K
Headland Capital, LLC 0.11% Reduce -8.3% 2,616 $379K
NewEdge Advisors, LLC 0.00% Reduce -4.2% 2,099 $304K
Delta Investment Management, LLC 0.06% Reduce -17.3% 2,052 $297K
Quantum Portfolio Management LLC 0.14% Reduce -55.4% 2,016 $292K
Blackston Financial Advisory Group, LLC 0.16% Reduce -3.3% 1,802 $261K
CIBC Private Wealth Group LLC 0.00% Add +0.3% 1,754 $254K
Northwestern Mutual Wealth Management Co. 0.00% Add +6.7% 1,704 $247K
Nova Wealth Management, Inc. 0.17% Add +13.6% 1,595 $231K
Tidemark, LLC 0.07% Reduce -0.5% 1,521 $220K
FMR LLC 0.00% Add +5.7% 1,516 $220K
Lion Street Advisors, LLC 0.07% New 1,494 $217K
Equitable Holdings, Inc. 0.00% Reduce -53.8% 1,400 $203K
EP Wealth Advisors, LLC 0.00% No change 1,191 $173K
MGB Wealth Management, LLC 0.05% No change 1,097 $159K
Mirae Asset Global Investments Co., Ltd. 0.00% New 1,000 $145K
Barometer Capital Management Inc. 0.04% New 900 $130K
Private Trust Co. NA 0.01% Reduce -20.4% 850 $123K
Assetmark, Inc. 0.00% Reduce -68.2% 769 $111K
Bank of Montreal 0.00% No change 615 $89K
AE Wealth Management LLC 0.00% Reduce -0.2% 572 $83K
Brown Brothers Harriman & Co. 0.00% No change 488 $71K
Blair William & Co. 0.00% Reduce -5.9% 399 $58K
Larson Financial Group LLC 0.00% Reduce -3.8% 358 $52K
Qube Research & Technologies Ltd 0.00% Add +226.2% 349 $51K
Comerica Bank 0.00% Add +25.0% 250 $36K
Provenance Wealth Advisors, LLC 0.00% No change 225 $33K
Principal Securities, Inc. 0.00% Add +180.0% 210 $30K
Parallel Advisors, LLC 0.00% Reduce -7.5% 174 $25K
MCF Advisors LLC 0.00% No change 173 $25K
Main Street Group, LTD 0.01% No change 145 $21K
Franklin Resources Inc. 0.00% New 112 $16K
Asset Dedication, LLC 0.00% No change 85 $12K
Legacy Investment Solutions, LLC 0.01% — 77 $11K
Legacy Wealth Managment, LLC 0.01% No change 77 $11K
Orion Capital Management LLC 0.00% Add +1.3% 76 $11K
Harbour Investments, Inc. 0.00% No change 51 $7K
Sunbelt Securities, Inc. 0.00% No change 53 $7K
Park Square Financial Group, LLC 0.01% No change 48 $7K
City Holding Co. 0.00% No change 45 $7K
Tsfg, LLC 0.00% No change 45 $6K
Colonial Trust Co / SC 0.00% No change 41 $6K
O'shaughnessy Asset Management, LLC 0.00% Reduce -37.8% 28 $4K
Independence Bank of Kentucky 0.00% No change 25 $4K
Farther Finance Advisors, LLC 0.00% Reduce -53.2% 22 $3K
Cranbrook Wealth Management, LLC 0.00% No change 20 $3K
Central Pacific Bank - Trust Division 0.00% No change 18 $3K
Global Retirement Partners, LLC 0.00% — 16 $2K
CoreCap Advisors, LLC 0.00% No change 13 $2K
Ameritas Advisory Services, LLC 0.00% New 11 $2K
BlackRock, Inc. 0.00% New 11 $2K
Hollencrest Capital Management 0.00% No change 5 $725

"% 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.