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Disclosery

KCE SPDR SERIES TRUST

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ST STR SP CAPMKT (fund)

130 managers (131 13F filers) reported a position in KCE shares at 2024-12-31, 2,812,064 shares in all. 39 filers opened a position and 16 filers sold out during the quarter.

Managers
130
13F filers
131
New
39
Added
45
Reduced
25
Sold out
16
Shares held by filers
2,812,064

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/636,559$87.7M0.01%+151,77613F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD263,571$36.3M0.61%+261,37113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY253,641$34.9M<0.01%+68,77413F-HR/ATimelineGroup
Kranot Hishtalmut Le Morim Ve Gananot H…group of 2 filers holding185,850$25.6M+65,850Timeline
LPL Financial LLC179,789$24.8M0.01%+50,97713F-HRTimeline
UBS Group AGin group UBS Group AG96,891$13.3M<0.01%+12,37013F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…95,322$13.1M0.03%+16,49713F-HRTimelineGroup
360 Financial, Inc.92,766$12.8M4.65%+4,17513F-HRTimeline
Fisher Asset Management, LLC78,557$10.8M<0.01%-14,80513F-HRTimeline
Composition Wealth, LLC56,437$7.77M0.16%new13F-HRTimeline
Royal Fund Management, LLC49,111$6.8M0.74%-43,33313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC46,131$6.35M<0.01%+33,84313F-HRTimelineGroup
Merit Financial Group, LLC40,909$5.63M0.1%new13F-HRTimeline
NOTTINGHAM ADVISORS, INC.36,011$4.96M0.63%new13F-HRTimeline
TigerOak Management, L.L.C.29,346$4.04M1.48%13F-HRTimeline
Good Life Advisors, LLC29,093$4.01M0.29%new13F-HRTimeline
Provident Co of the Employees of the He…27,651$3.8M4.43%new13F-HRTimeline
Baker Avenue Asset Management, LP26,389$3.63M0.11%+2,58313F-HRTimeline
Cavalier Investments, LLC26,328$3.63M1.21%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC26,247$3.61M<0.01%-10,56913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC26,035$3.59M<0.01%13F-HR/ATimelineGroup
HighTower Advisors, LLC23,010$3.17M<0.01%+1,61713F-HRTimeline
VICUS CAPITAL22,334$3.08M0.27%-2,64213F-HRTimeline
Mariner, LLCin group Mariner, LLC21,628$2.98M0.01%new13F-HRTimelineGroup
Masso Torrence Wealth Management Inc.19,764$2.72M1.43%+2,04813F-HRTimeline
FLOW TRADERS U.S. LLC15,498$2.13M0.08%new13F-HRTimeline
MML INVESTORS SERVICES, LLC15,307$2.11M0.01%+1,46413F-HRTimeline
Fortis Group Advisors, LLC14,524$2M0.37%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,097$1.94M<0.01%+7,72113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding13,630$1.88M-29,740Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP12,934$1.78M<0.01%+1613F-HRTimelineGroup
Geneos Wealth Management Inc.11,479$1.58M0.06%new13F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC10,603$1.53M0.39%new13F-HR/ATimeline
Accel Wealth Management11,025$1.52M0.58%+35413F-HRTimeline
Aspen Wealth Strategies, LLC10,946$1.51M0.96%new13F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.12,400$1.5M0.6%+5,65013F-HRTimeline
DHK Financial Advisors, Inc.10,007$1.38M0.84%+3913F-HRTimeline
MONEY CONCEPTS CAPITAL CORP9,905$1.36M0.1%-2,15013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,865$1.36M<0.01%-54,43213F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…9,837$1.35M<0.01%-1,86913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …9,671$1.33M0.02%+64913F-HRTimelineGroup
Community Bank, N.A.9,433$1.3M0.17%new13F-HRTimeline
Csenge Advisory Group9,222$1.27M0.07%-15,06813F-HRTimeline
Fort Point Capital Partners LLC8,862$1.22M0.14%+56613F-HRTimeline
Financial Management Professionals, Inc.8,488$1.17M0.15%new13F-HRTimeline
Global Financial Private Client, LLC8,370$1.15M0.43%+68713F-HRTimeline
Private Advisor Group, LLC7,768$1.07M0.01%+1,55813F-HRTimeline
Janney Montgomery Scott LLC7,280$1M<0.01%+4,02313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC7,116$980K0.01%-14113F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7,010$965K0.02%+3,54313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,436$886K<0.01%-8,84313F-HRTimelineGroup
HRT FINANCIAL LP6,249$860K<0.01%new13F-HRTimeline
Ferguson Shapiro LLC6,167$849K0.31%new13F-HRTimeline
Gladstone Institutional Advisory LLC6,008$827K0.04%-2,09613F-HRTimeline
Fulcrum Equity Management5,963$821K0.81%new13F-HRTimeline
Cetera Investment Advisers5,532$762K<0.01%-3,91413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC5,421$747K<0.01%+94313F-HRTimeline
LEUTHOLD GROUP, LLC5,349$737K0.09%new13F-HRTimeline
Steward Partners Investment Advisory, L…5,294$729K0.01%+3,92813F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP5,200$716K<0.01%-18,40013F-HRTimelineGroup
Arkadios Wealth Advisors4,643$639K0.03%+29713F-HRTimeline
Quantum Portfolio Management LLC4,518$622K0.33%+3013F-HRTimeline
Advisory Services Network, LLC4,196$578K0.01%new13F-HRTimeline
Independent Advisor Alliance4,099$564K0.01%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC3,778$520K0.05%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,746$516K<0.01%013F-HRTimelineGroup
AMJ Financial Wealth Management3,536$487K0.14%+75813F-HRTimeline
NewEdge Advisors, LLC3,244$447K<0.01%+1,04013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.3,211$442K<0.01%new13F-HRTimelineGroup
Sanctuary Advisors, LLC2,999$439K<0.01%+1,24313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,017$415K<0.01%+2,99213F-HRTimelineGroup
Wealthfront Advisers LLC2,889$398K<0.01%-3,21113F-HR/ATimeline
HF Advisory Group, LLC2,876$396K0.18%-13813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,563$353K<0.01%new13F-HRTimelineGroup
Delta Investment Management, LLC2,473$340K0.07%+44013F-HRTimeline
Claris Financial LLC2,390$329K0.22%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,340$322K<0.01%-777,11913F-HRTimelineGroup
Blackston Financial Advisory Group, LLC1,928$266K0.13%-29113F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.1,785$246K0.01%new13F-HRTimelineGroup
IFG Advisory, LLC1,775$244K0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,742$240K<0.01%+31813F-HRTimelineGroup
COURIER CAPITAL LLC1,702$234K0.02%new13F-HRTimeline
FMR LLCin group FMR LLC1,697$234K<0.01%+8213F-HRTimelineGroup
IAM Advisory, LLC1,684$232K0.06%new13F-HRTimeline
Westwind Capital16,413$226K0.05%new13F-HRTimeline
Kaizen Financial Strategies1,607$221K0.13%new13F-HRTimeline
Qube Research & Technologies Ltd1,474$203K<0.01%+1,47113F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC1,319$182K0.03%-73813F-HRTimelineGroup
EP Wealth Advisors, LLC1,191$164K<0.01%-15113F-HRTimeline
PRIVATE TRUST CO NA1,154$159K0.02%+42613F-HRTimeline
MGB Wealth Management, LLC1,097$151K0.05%013F-HRTimeline
Tidemark, LLC827$114K0.04%new13F-HRTimeline
BLAIR WILLIAM & CO/IL813$112K<0.01%013F-HRTimeline
Realta Investment Advisors590$82.2K0.03%new13F-HRTimeline
COMERICA BANK525$72.3K<0.01%+45013F-HR/ATimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO488$67.2K<0.01%013F-HRTimelineGroup
Global Trust Asset Management, LLC400$55.1K0.02%013F-HRTimeline
Larson Financial Group LLC364$50.1K<0.01%-613F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…281$40.5K<0.01%+28113F-HRTimeline
Provenance Wealth Advisors, LLC225$31K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO190$26.2K<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC187$25.9K<0.01%013F-HRTimeline
AE Wealth Management LLC174$24K<0.01%new13F-HRTimeline
MCF Advisors LLC172$23.7K<0.01%+113F-HRTimeline
Main Street Group, LTD145$20K0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…134$18.5K<0.01%+10713F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC100$13.8K<0.01%new13F-HRTimeline
Peoples Bank/KS95$13.1K0.01%013F-HRTimeline
Asset Dedication, LLC85$11.7K<0.01%+2813F-HRTimeline
Legacy Investment Solutions, LLC77$11.2K0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…77$11.2K0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC75$10.3K<0.01%-16913F-HRTimelineGroup
Federation des caisses Desjardins du Qu…75$10.3K<0.01%new13F-HRTimeline
Trivant Custom Portfolio Group, LLC70$9.64K0.01%new13F-HRTimeline
Sunbelt Securities, Inc.53$7.24K<0.01%+113F-HRTimeline
HARBOUR INVESTMENTS, INC.51$7.02K<0.01%013F-HRTimeline
Park Square Financial Group, LLC50$6.88K<0.01%13F-HRTimeline
Farther Finance Advisors, LLC46$6.33K<0.01%-1,56013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC45$6.2K<0.01%013F-HRTimeline
CITY HOLDING CO45$6.2K<0.01%013F-HRTimeline
TSFG, LLC44$6K<0.01%013F-HRTimeline
Orion Capital Management LLC40$5.53K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management40$5.51K<0.01%013F-HRTimelineGroup
Cranbrook Wealth Management, LLC20$2.75K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division18$2.48K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN17$2.36K<0.01%+1713F-HRTimelineGroup
Global Retirement Partners, LLC15$2.07K<0.01%-92213F-HRTimeline
CoreCap Advisors, LLC13$1.79K<0.01%-1813F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors41$1.33K<0.01%new13F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT5$689<0.01%013F-HRTimeline