SPDR S&P Capital Markets ETF (KCE) Institutional Ownership

$110.06
+0.17 (+0.15%)
(As of 05/8/2024 ET)

Institutional Ownership Changes (13F Filings) for SPDR S&P Capital Markets ETF (NYSEARCA:KCE)

Number of
Institutional Buyers
(last 12 months)
34
Total
Institutional Inflows
(last 12 months)
$149.45M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$94.49M
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KCE Institutional Buying and Selling by Quarter

SPDR S&P Capital Markets ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/8/2024AMJ Financial Wealth Management2,890$319K0.1%N/A0.143%
5/7/2024Oppenheimer & Co. Inc.7,914$875K0.0%N/A0.392%
5/4/2024 Csenge Advisory Group15,687$1.73M0.1%+6.6%0.777%
4/30/2024Commonwealth Equity Services LLC5,928$655K0.0%+3.2%0.293%
4/23/2024 Global Retirement Partners LLC850$94K0.0%+1,788.9%0.040%
4/22/2024 HF Advisory Group LLC3,116$344K0.2%-34.6%0.145%
4/19/2024 Accel Wealth Management10,633$1.18M0.5%+1.4%0.495%
4/17/2024 Vicus Capital26,956$2.98M0.3%-3.9%1.254%
4/11/2024 Royal Fund Management LLC19,877$2.20M0.2%+10.4%0.925%
3/22/2024PNC Financial Services Group Inc.1,973$201K0.0%-13.5%0.120%
3/5/2024Fisher Asset Management LLC232,018$23.66M0.0%+34.6%14.062%
2/14/2024Barometer Capital Management Inc.8,000$816K0.3%-14.0%0.485%
2/12/2024 Parallel Advisors LLC263$27K0.0%-27.7%0.016%
2/9/2024 Cambridge Investment Research Advisors Inc.46,016$4.69M0.0%+17.8%2.789%
2/9/2024 Hanlon Investment Management Inc.2,401$245K0.1%-44.8%0.146%
2/9/2024Assetmark Inc.424,799$43.32M0.2%-63.7%25.745%
2/7/2024 Envestnet Portfolio Solutions Inc.4,109$419K0.0%-21.2%0.249%
2/7/2024Principal Securities Inc.251$26K0.0%N/A0.015%
2/6/2024 Private Advisor Group LLC5,334$544K0.0%-27.3%0.323%
2/6/2024 Royal Fund Management LLC18,008$1.84M0.2%+11.0%1.091%
2/6/2024 Aveo Capital Partners LLC34,987$3.57M0.4%-12.5%2.120%
2/6/2024Fisher Asset Management LLC232,018$23.66M0.0%+34.6%14.062%
2/1/2024Telemus Capital LLC1,962$200K0.0%N/A0.119%
2/1/2024 Vicus Capital28,038$2.86M0.3%-6.2%1.699%
1/31/2024 HF Advisory Group LLC4,767$486K0.3%-3.9%0.289%
1/26/2024Custom Index Systems LLC3,897$397K0.2%N/A0.236%
1/25/2024 International Assets Investment Management LLC29,208$2.98M0.0%N/A1.770%
1/24/2024 Stratos Wealth Partners LTD.2,714$277K0.0%-46.0%0.164%
1/24/2024Advisors Preferred LLC612$62K0.0%N/A0.037%
1/24/2024 International Assets Investment Management LLC29,208$2.98M0.0%N/A1.770%
1/22/2024 Zimmermann Investment Management & Planning LLC42,357$4.32M1.8%+14.9%2.567%
1/16/2024 Raymond James Financial Services Advisors Inc.6,611$674K0.0%N/A0.401%
1/16/2024 Raymond James & Associates5,386$549K0.0%+88.9%0.326%
1/9/2024DB Wealth Management Group LLC6,852$699K0.4%N/A0.415%
11/15/2023Baker Avenue Asset Management LP17,176$1.49M0.1%N/A1.041%
11/13/2023Envestnet Asset Management Inc.40,086$3.48M0.0%+935.8%2.429%
11/13/2023 Envestnet Portfolio Solutions Inc.5,215$452K0.0%N/A0.316%
11/13/2023PNC Financial Services Group Inc.2,280$198K0.0%-18.0%0.138%
11/9/2023Beaumont Capital Management LLC10,556$916K0.7%N/A0.640%
11/8/2023Barometer Capital Management Inc.9,307$807K0.3%N/A0.564%
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11/6/2023 Aveo Capital Partners LLC39,963$3.47M0.5%N/A2.422%
11/3/2023 Private Advisor Group LLC7,339$637K0.0%N/A0.445%
11/1/2023 Csenge Advisory Group23,356$2.03M0.1%+863.1%1.416%
11/1/2023 Money Concepts Capital Corp12,432$1.08M0.1%+2.5%0.753%
10/31/2023 Zimmermann Investment Management & Planning LLC36,854$3.20M1.5%N/A2.234%
10/27/2023Assetmark Inc.1,169,608$101.47M0.4%N/A70.885%
10/24/2023 Stratos Wealth Partners LTD.5,026$436K0.0%N/A0.305%
10/24/2023 Raymond James & Associates2,851$247K0.0%N/A0.173%
10/24/2023 Cambridge Investment Research Advisors Inc.39,056$3.39M0.0%-57.1%2.367%
10/23/2023 Vicus Capital29,889$2.59M0.3%+1.2%1.811%
10/23/2023Commonwealth Equity Services LLC5,050$438K0.0%+32.4%0.306%
10/20/2023 Accel Wealth Management10,585$918K0.5%+2.9%0.642%
10/18/2023 Hanlon Investment Management Inc.4,349$377K0.1%N/A0.264%
10/17/2023 Royal Fund Management LLC16,226$1.41M0.2%+2.7%0.983%
10/13/2023 Global Retirement Partners LLC1,028$87K0.0%N/A0.062%
10/11/2023 Ignite Planners LLC4,446$380K0.1%N/A0.269%
8/17/2023 Vicus Capital29,532$2.51M0.3%+3.9%1.790%
8/10/2023Cetera Advisor Networks LLC4,821$409K0.0%-7.7%0.292%
8/8/2023Fisher Asset Management LLC248,433$21.09M0.0%+1.4%15.057%
8/1/2023 Money Concepts Capital Corp12,127$1.03M0.1%-92.0%0.735%
7/31/2023LPL Financial LLC17,797$1.51M0.0%+31.5%1.079%
7/24/2023 Accel Wealth Management10,291$874K0.5%+2.6%0.780%
7/20/2023 HF Advisory Group LLC5,001$425K0.3%+3.1%0.379%
7/20/2023 Csenge Advisory Group2,425$206K0.0%N/A0.184%
7/13/2023 Cambridge Investment Research Advisors Inc.90,987$7.72M0.0%+182.6%6.893%
7/12/2023 Royal Fund Management LLC15,806$1.34M0.2%+24.3%1.197%
5/11/2023 Cambridge Investment Research Advisors Inc.32,201$2.68M0.0%-1.8%2.385%
5/9/2023Tower Research Capital LLC TRC5,996$498K0.0%N/A0.444%
5/2/2023 Vicus Capital28,420$2.36M0.3%N/A2.105%
5/1/2023Fisher Asset Management LLC245,005$20.35M0.0%-0.5%18.149%
5/1/2023 Money Concepts Capital Corp152,204$1.16M0.1%+1,153.3%11.274%
4/28/2023 Wealthfront Advisers LLC6,449$536K0.0%+97.9%0.478%
4/27/2023 Stratos Wealth Advisors LLC2,938$244K0.0%N/A0.218%
4/20/2023 Accel Wealth Management10,029$833K0.3%-6.4%0.743%
4/19/2023 HF Advisory Group LLC4,852$403K0.4%-7.8%0.359%
4/14/2023 Raymond James & Associates2,711$225K0.0%N/A0.201%
4/10/2023 Royal Fund Management LLC12,720$1.06M0.2%+39.7%0.942%
2/9/2023 HighTower Advisors LLC6,763$534K0.0%-30.5%0.512%
2/9/2023Edmond DE Rothschild Holding S.A.4,150$327K0.0%+40.2%0.314%
2/8/2023 Cambridge Investment Research Advisors Inc.32,805$2.59M0.0%-1.2%2.485%
2/7/2023Commonwealth Equity Services LLC4,519$356K0.0%-11.3%0.342%
2/7/2023LPL Financial LLC10,213$805K0.0%-47.5%0.774%
2/7/2023 HF Advisory Group LLC5,263$415K0.4%N/A0.399%
2/7/2023IFP Advisors Inc637$43K0.0%-45.4%0.048%
2/7/2023Envestnet Asset Management Inc.4,483$353K0.0%-18.6%0.340%
2/6/2023 Parallel Advisors LLC360$28K0.0%-78.7%0.027%
2/3/2023Fisher Asset Management LLC246,224$19.42M0.0%+206.3%18.653%
2/1/2023 SPC Financial Inc.10,229$807K0.1%N/A0.775%
1/26/2023 Accel Wealth Management10,720$845K0.4%-4.7%0.812%
1/24/2023RFP Financial Group LLC1,435$113K0.1%N/A0.109%
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1/20/2023 Royal Fund Management LLC9,102$718K0.1%N/A0.674%
1/11/2023Telemus Capital LLC3,172$260K0.0%N/A0.248%
11/14/2022Barometer Capital Management Inc.7,900$565K0.2%N/A0.617%
11/14/2022MML Investors Services LLC5,661$405K0.0%-58.6%0.442%
11/10/2022Tower Research Capital LLC TRC2,782$199K0.0%-77.5%0.217%
11/8/2022 IMC Chicago LLC14,797$1.06M0.0%+16.8%1.156%
11/8/2022Fisher Asset Management LLC80,396$5.75M0.0%+396.3%6.281%
11/3/2022 Global Retirement Partners LLC6,741$536K0.0%+11.7%0.527%
10/25/2022 Raymond James & Associates6,748$483K0.0%+2.6%0.527%
10/25/2022AE Wealth Management LLC10,506$752K0.0%+6.5%0.821%
(Data available from 1/1/2016 forward)

KCE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of KCE shares?

During the previous two years, 50 institutional investors and hedge funds held shares of SPDR S&P Capital Markets ETF. The most heavily invested institutionals were Assetmark Inc. ($43.32M), Bank of America Corp DE ($32.48M), Fisher Asset Management LLC ($23.66M), Cambridge Investment Research Advisors Inc. ($4.69M), Zimmermann Investment Management & Planning LLC ($4.32M), Aveo Capital Partners LLC ($3.57M), and Envestnet Asset Management Inc. ($3.48M).Learn more on KCE's institutional investors.

Which institutional investors have been buying SPDR S&P Capital Markets ETF stock?

Of the 45 institutional investors that purchased SPDR S&P Capital Markets ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Assetmark Inc. ($1.17M), Fisher Asset Management LLC ($352.63K), Money Concepts Capital Corp ($140.37K), Bank of America Corp DE ($84.78K), Cambridge Investment Research Advisors Inc. ($65.75K), International Assets Investment Management LLC ($58.42K), and Zimmermann Investment Management & Planning LLC ($42.36K).

How much institutional buying is happening at SPDR S&P Capital Markets ETF?

Institutional investors have bought a total of 2,231,174 shares in the last 24 months. This purchase volume represents approximately $194.00M in transactions.

Which SPDR S&P Capital Markets ETF major shareholders have been selling company stock?

Of the 26 institutional investors that sold SPDR S&P Capital Markets ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Assetmark Inc. ($744.81K), Money Concepts Capital Corp ($140.08K), Cambridge Investment Research Advisors Inc. ($80.76K), IMC Chicago LLC ($19.83K), Edmond DE Rothschild Holding S.A. ($9.75K), Tower Research Capital LLC TRC ($9.56K), and LPL Financial LLC ($9.24K).

How much institutional selling is happening at SPDR S&P Capital Markets ETF?

Institutional investors have sold a total of 1,055,626 shares in the last 24 months. This volume of shares sold represents approximately $102.29M in transactions.


This page (NYSEARCA:KCE) was last updated on 5/8/2024 by MarketBeat.com Staff

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