SS SPDR S&P Cap MKTS ETFKCEETF

13F holders, Q3 2025 (September 30)
110holders −7
13new positions
16sold out
3famous investors
$151.48avg. 13F price*

At the end of Q3 2025, 110 institutions reported holding SS SPDR S&P Cap MKTS ETF (KCE) in their 13F filings, down 7 from Q2 2025. 13 opened new positions and 16 sold out. The largest holders were Bank of America Corp. ($106.4M), Annex Advisory Services, LLC ($42.6M) and Meitav Investment House Ltd. ($40.1M). 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 SERIES TRUST (Q3 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions13$77.4M
Exits16$29.5M

All 13F filers, Q2 2025 → Q3 2025: 741,815 shares bought and 239,182 shares sold, net +502,633 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 110 holders

Bank of America Corp. 0.01% Add +15.2% 696,270 $106.4M
Annex Advisory Services, LLC 0.91% New 278,560 $42.6M
Meitav Investment House Ltd. 0.53% Add +0.0% 262,324 $40.1M
Morgan Stanley 0.00% Add +6.2% 239,897 $36.7M
LPL Financial LLC 0.01% Add +57.2% 207,223 $31.7M
Presper Financial Architects, LLC 12.22% New 137,840 $21.1M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.42% No change 138,163 $21.1M
360 Financial, Inc. 5.20% Add +3.1% 105,797 $16.2M
UBS Group AG 0.00% Add +4.6% 104,449 $16.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.20% Reduce -2.7% 52,309 $8.0M
Fisher Asset Management 0.00% Add +0.7% 51,850 $7.9M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1.49% No change 47,687 $7.3M
Nottingham Advisors, Inc. 0.90% Reduce -3.5% 42,583 $6.5M
Royal Fund Management, LLC 0.69% Reduce -25.4% 37,152 $5.7M
Horizon Wealth Management, LLC 0.69% New 30,631 $4.7M
Baker Avenue Asset Management, LP 0.11% Reduce -0.1% 29,838 $4.6M
TigerOak Management, L.L.C. 1.36% Add +0.9% 28,584 $4.4M
Provident Co of the Employees of the Hebrew University LTD 4.21% No change 27,651 $4.2M
Two Sigma Investments, LP 0.01% New 26,300 $4.0M
Raymond James Financial Inc. 0.00% Add +8.9% 25,335 $3.9M
BNP Paribas Financial Markets 0.00% New 25,000 $3.8M
Masso Torrence Wealth Management Inc. 1.55% Reduce -0.0% 24,438 $3.7M
HighTower Advisors, LLC 0.00% Reduce -0.8% 24,388 $3.7M
Vicus Capital 0.27% Reduce -6.4% 23,444 $3.6M
MML Investors Services, LLC 0.01% Reduce -3.5% 21,687 $3.3M
Accel Wealth Management 0.92% Add +54.5% 20,720 $3.2M
Community Bank, N.A. 0.38% Reduce -0.6% 20,515 $3.1M
Envestnet Asset Management Inc. 0.00% Add +2.1% 20,230 $3.1M
PNC Financial Services Group, Inc. 0.00% Add +440.1% 16,223 $2.5M
Mariner, LLC 0.00% Reduce -7.9% 15,770 $2.4M
Merit Financial Group, LLC 0.02% Reduce -5.8% 15,479 $2.4M
Cavalier Investments, LLC 0.92% No change 26,328 $2.3M
Aspen Wealth Strategies, LLC 1.21% Add +0.6% 14,107 $2.2M
Osaic Holdings, Inc. 0.00% Add +52.8% 13,454 $2.1M
Stifel Financial Corp. 0.00% Add +10.3% 13,043 $2.0M
Cetera Investment Advisers 0.00% Add +114.4% 11,991 $1.8M
WESPAC Advisors SoCal, LLC 0.36% Reduce -1.4% 11,738 $1.8M
Citadel Advisors 0.00% Add +28.6% 9,939 $1.5M
Susquehanna International Group, LLP 0.00% Reduce -22.2% 9,927 $1.5M
Csenge Advisory Group 0.07% Add +0.6% 9,843 $1.5M
Money Concepts Capital Corp. 0.09% Add +3.9% 9,788 $1.5M
Kestra Advisory Services, LLC 0.01% Add +9.7% 7,876 $1.2M
Global Financial Private Client, LLC 0.43% Reduce -3.9% 7,809 $1.2M
Cambridge Investment Research Advisors, Inc. 0.00% Add +1.8% 7,451 $1.1M
Janney Montgomery Scott LLC 0.00% Add +14.8% 6,489 $992K
Gladstone Institutional Advisory LLC 0.03% Reduce -2.1% 5,772 $882K
Wealthfront Advisers LLC 0.00% Add +31.2% 5,515 $843K
Stephens Inc. 0.01% Reduce -0.7% 5,500 $841K
Arkadios Wealth Advisors 0.02% Add +3.7% 5,305 $811K
Commonwealth Equity Services, LLC 0.00% Add +32.1% 4,698 $718K
Private Advisor Group, LLC 0.00% Reduce -5.8% 4,639 $709K
Leuthold Group, LLC 0.07% Reduce -3.6% 4,243 $649K
Sanctuary Advisors, LLC 0.00% Add +1.4% 3,701 $566K
Quantum Portfolio Management LLC 0.16% Add +71.0% 3,448 $527K
D. E. Shaw & Co. 0.00% No change 3,311 $506K
HBW Advisory Services LLC 0.05% Reduce -0.4% 3,177 $486K
Steward Partners Investment Advisory, LLC 0.00% Reduce -0.5% 2,818 $431K
Headland Capital, LLC 0.11% Reduce -1.4% 2,580 $394K
HF Advisory Group, LLC 0.14% Reduce -8.7% 2,471 $378K
NewEdge Advisors, LLC 0.00% Add +3.4% 2,170 $332K
Delta Investment Management, LLC 0.06% Add +0.2% 2,057 $314K
Royal Bank of Canada 0.00% Reduce -82.9% 1,946 $298K
Northwestern Mutual Wealth Management Co. 0.00% Add +10.4% 1,882 $288K
Westwind Capital 0.06% Add +4.5% 17,670 $270K
CIBC Private Wealth Group LLC 0.00% Add +0.2% 1,758 $269K
Fortress Private Ledger, LLC 0.09% New 1,665 $254K
Stratos Wealth Advisors, LLC 0.01% New 1,653 $253K
MGB Wealth Management, LLC 0.06% Add +36.5% 1,497 $229K
FMR LLC 0.00% Reduce -2.2% 1,482 $227K
Tidemark, LLC 0.07% Reduce -3.8% 1,464 $224K
Kaizen Financial Strategies 0.10% New 1,540 $223K
Equitable Holdings, Inc. 0.00% Add +3.2% 1,445 $221K
WMG Financial Advisors, LLC 0.07% New 1,362 $208K
Barometer Capital Management Inc. 0.04% Add +11.1% 1,000 $153K
Private Trust Co. NA 0.01% Add +1.3% 861 $132K
Advisory Services Network, LLC 0.00% New 844 $129K
Assetmark, Inc. 0.00% Reduce -3.4% 743 $114K
Montag A & Associates Inc. 0.01% New 740 $113K
Bank of Montreal 0.00% No change 615 $94K
Qube Research & Technologies Ltd 0.00% Add +68.2% 587 $90K
AE Wealth Management LLC 0.00% Add +0.3% 574 $88K
Brown Brothers Harriman & Co. 0.00% No change 488 $75K
Nova Wealth Management, Inc. 0.04% Reduce -78.9% 336 $51K
Larson Financial Group LLC 0.00% Reduce -6.2% 336 $51K
Blair William & Co. 0.00% Reduce -18.1% 327 $50K
Comerica Bank 0.00% No change 250 $38K
Provenance Wealth Advisors, LLC 0.00% No change 225 $34K
Principal Securities, Inc. 0.00% No change 210 $32K
Harbour Investments, Inc. 0.00% Add +272.6% 190 $29K
MCF Advisors LLC 0.00% Add +0.6% 174 $27K
Rockefeller Capital Management L.P. 0.00% New 159 $24K
Main Street Group, LTD 0.01% No change 145 $22K
Franklin Resources Inc. 0.00% No change 112 $17K
Orion Capital Management LLC 0.00% Add +21.1% 92 $14K
Asset Dedication, LLC 0.00% No change 85 $13K
Legacy Wealth Managment, LLC 0.01% No change 77 $12K
O'shaughnessy Asset Management, LLC 0.00% Add +103.6% 57 $9K
Sunbelt Securities, Inc. 0.00% No change 53 $8K
Parallel Advisors, LLC 0.00% Reduce -72.4% 48 $7K
City Holding Co. 0.00% No change 45 $7K

"% 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.

Show all 110 holders