SS SPDR S&P Cap MKTS ETFKCEETF

13F holders, Q4 2025 (December 31)
102holders −8
10new positions
19sold out
3famous investors
$149.94avg. 13F price*

At the end of Q4 2025, 102 institutions reported holding SS SPDR S&P Cap MKTS ETF (KCE) in their 13F filings, down 8 from Q3 2025. 10 opened new positions and 19 sold out. The largest holders were Bank of America Corp. ($105.4M), Meitav Investment House Ltd. ($43.0M) and Morgan Stanley ($29.7M). 3 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
SS SPDR S&P Cap MKTS ETF
Filed as
SPDR SERIES TRUST (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions10$25.5M
Exits19$75.7M

All 13F filers, Q3 2025 → Q4 2025: 295,828 shares bought and 676,644 shares sold, net −380,816 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 102 holders

Bank of America Corp. 0.01% Add +1.0% 703,028 $105.4M
Meitav Investment House Ltd. 0.50% Add +9.3% 286,720 $43.0M
Morgan Stanley 0.00% Reduce -17.5% 197,905 $29.7M
Thrivent Financial for Lutherans 0.04% New 158,881 $23.8M
LPL Financial LLC 0.01% Reduce -25.5% 154,302 $23.1M
Presper Financial Architects, LLC 12.01% Add +2.8% 141,662 $21.2M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.35% No change 138,163 $20.7M
UBS Group AG 0.00% Reduce -16.9% 86,816 $13.0M
Royal Fund Management, LLC 0.73% Add +42.3% 52,855 $7.9M
Fisher Asset Management 0.00% Reduce -2.1% 50,784 $7.6M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.18% Reduce -3.5% 50,465 $7.6M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1.40% No change 47,687 $7.1M
Baker Avenue Asset Management, LP 0.10% Reduce -0.1% 29,799 $4.5M
Raymond James Financial Inc. 0.00% Add +15.3% 29,206 $4.4M
TigerOak Management, L.L.C. 1.29% Reduce -1.5% 28,144 $4.2M
Provident Co of the Employees of the Hebrew University LTD 4.30% No change 27,651 $4.1M
Vicus Capital 0.31% Add +16.7% 27,357 $4.1M
Cavalier Investments, LLC 1.23% No change 26,328 $3.9M
Farther Finance Advisors, LLC 0.04% Add +112059.1% 24,675 $3.7M
MML Investors Services, LLC 0.01% Add +12.8% 24,472 $3.7M
Accel Wealth Management 0.98% Add +15.7% 23,965 $3.6M
HighTower Advisors, LLC 0.00% Reduce -6.5% 22,815 $3.4M
Envestnet Asset Management Inc. 0.00% Add +11.5% 22,557 $3.4M
WESPAC Advisors SoCal, LLC 0.61% Add +72.1% 20,199 $3.0M
Nottingham Advisors, Inc. 0.42% Reduce -52.7% 20,158 $3.0M
Community Bank, N.A. 0.35% Reduce -3.3% 19,845 $3.0M
Stifel Financial Corp. 0.00% Add +42.6% 18,595 $2.8M
Susquehanna International Group, LLP 0.00% Add +84.5% 18,315 $2.7M
Mariner, LLC 0.00% Reduce -2.0% 15,453 $2.3M
Merit Financial Group, LLC 0.02% Reduce -7.8% 14,274 $2.1M
PNC Financial Services Group, Inc. 0.00% Reduce -16.6% 13,531 $2.0M
Osaic Holdings, Inc. 0.00% Reduce -8.9% 12,252 $1.8M
Cetera Investment Advisers 0.00% Add +1.4% 12,154 $1.8M
Csenge Advisory Group 0.07% Add +10.9% 10,920 $1.6M
Royal Bank of Canada 0.00% Add +440.8% 10,524 $1.6M
Money Concepts Capital Corp. 0.08% Reduce -1.0% 9,690 $1.5M
Cambridge Investment Research Advisors, Inc. 0.00% Add +5.9% 7,889 $1.2M
Global Financial Private Client, LLC 0.40% Reduce -1.8% 7,666 $1.1M
Stephens Inc. 0.01% Reduce -1.0% 5,446 $817K
Janney Montgomery Scott LLC 0.00% Reduce -17.0% 5,384 $807K
Arkadios Wealth Advisors 0.02% Reduce -1.6% 5,222 $783K
Wealthfront Advisers LLC 0.00% Reduce -9.9% 4,968 $745K
Private Advisor Group, LLC 0.00% Reduce -2.0% 4,547 $682K
Gladstone Institutional Advisory LLC 0.03% Reduce -23.3% 4,426 $664K
Leuthold Group, LLC 0.07% Reduce -3.8% 4,080 $612K
Sanctuary Advisors, LLC 0.00% Add +3.0% 3,813 $572K
Worthington Financial Partners, LLC 0.51% — 3,806 $571K
Commonwealth Equity Services, LLC 0.00% Reduce -19.6% 3,777 $566K
D. E. Shaw & Co. 0.00% No change 3,311 $496K
HBW Advisory Services LLC 0.05% Reduce -1.7% 3,122 $468K
HF Advisory Group, LLC 0.15% Add +17.0% 2,892 $434K
Steward Partners Investment Advisory, LLC 0.00% Add +0.1% 2,820 $423K
Harel Insurance Investments & Financial Services Ltd. 0.00% New 2,500 $375K
Citadel Advisors 0.00% Reduce -76.0% 2,383 $357K
Headland Capital, LLC 0.10% Reduce -9.8% 2,327 $349K
NewEdge Advisors, LLC 0.00% Reduce -3.0% 2,105 $316K
Fifth Third Securities, Inc. 0.02% New 2,000 $300K
Northwestern Mutual Wealth Management Co. 0.00% Add +5.9% 1,993 $299K
Integrity Alliance, Llc. 0.01% New 1,950 $292K
Kestra Advisory Services, LLC 0.00% Reduce -75.6% 1,921 $288K
FMR LLC 0.00% Add +19.7% 1,774 $266K
CIBC Private Wealth Group LLC 0.00% Add +0.4% 1,765 $265K
Kaizen Financial Strategies 0.10% No change 1,540 $231K
Focus Partners Wealth 0.00% New 1,512 $227K
MGB Wealth Management, LLC 0.06% Add +0.3% 1,502 $225K
Tidemark, LLC 0.06% Add +1.2% 1,481 $222K
Equitable Holdings, Inc. 0.00% No change 1,445 $217K
Sound Income Strategies, LLC 0.01% New 1,322 $213K
Tower Research Capital LLC (TRC) 0.00% New 1,348 $202K
Wells Fargo & Company 0.00% Add +0.0% 781 $117K
Montag A & Associates Inc. 0.01% No change 740 $111K
Assetmark, Inc. 0.00% Reduce -9.2% 675 $101K
Bank of Montreal 0.00% No change 615 $92K
AE Wealth Management LLC 0.00% Reduce -1.9% 563 $84K
Brown Brothers Harriman & Co. 0.00% No change 488 $73K
US Bancorp \de 0.00% New 363 $54K
Larson Financial Group LLC 0.00% Reduce -0.3% 335 $50K
Nova Wealth Management, Inc. 0.03% Reduce -19.9% 269 $40K
Blair William & Co. 0.00% Reduce -21.4% 257 $39K
Provenance Wealth Advisors, LLC 0.00% No change 225 $34K
Harbour Investments, Inc. 0.00% No change 190 $28K
MCF Advisors LLC 0.00% Add +0.6% 175 $26K
Rockefeller Capital Management L.P. 0.00% Reduce -8.8% 145 $22K
Comerica Bank 0.00% Reduce -50.0% 125 $19K
Franklin Resources Inc. 0.00% No change 112 $17K
Qube Research & Technologies Ltd 0.00% Reduce -81.8% 107 $16K
Orion Capital Management LLC 0.00% Add +1.1% 93 $14K
Asset Dedication, LLC 0.00% No change 85 $13K
Legacy Wealth Managment, LLC 0.01% No change 77 $12K
International Assets Investment Management, LLC 0.00% New 58 $9K
O'shaughnessy Asset Management, LLC 0.00% No change 57 $9K
Sunbelt Securities, Inc. 0.00% No change 53 $8K
Parallel Advisors, LLC 0.00% No change 48 $7K
City Holding Co. 0.00% No change 45 $7K
Independence Bank of Kentucky 0.00% No change 25 $4K
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% Reduce -6.3% 15 $2K
Allworth Financial LP 0.00% New 14 $2K
CoreCap Advisors, LLC 0.00% No change 13 $2K

"% 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 102 holders