SS SPDR S&P Cap MKTS ETFKCEETF
13F holders, Q3 2025 (September 30)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
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $77.4M |
| Exits | 16 | $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 |
| Colonial Trust Co / SC | 0.00% | No change | 41 | $6K |
| Independence Bank of Kentucky | 0.00% | No change | 25 | $4K |
| Farther Finance Advisors, LLC | 0.00% | No change | 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% | No change | 16 | $2K |
| CoreCap Advisors, LLC | 0.00% | No change | 13 | $2K |
| BlackRock, Inc. | 0.00% | No change | 11 | $2K |
| Hollencrest Capital Management | 0.00% | No change | 5 | $764 |
| Citigroup Inc. | 0.00% | New | 1 | $153 |
"% 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.