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Disclosery

KCE SPDR SERIES TRUST

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ST STR SP CAPMKT (fund)

118 managers (119 13F filers) reported a position in KCE shares at 2025-06-30, 2,577,776 shares in all. 11 filers opened a position and 19 filers sold out during the quarter.

Managers
118
13F filers
119
New
11
Added
33
Reduced
46
Sold out
19
Shares held by filers
2,577,776

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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/604,363$87.6M0.01%-111,76713F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD262,315$38M0.51%+2813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY225,991$32.8M<0.01%-68,31213F-HRTimelineGroup
Kranot Hishtalmut Le Morim Ve Gananot H…group of 2 filers holding185,850$27M0Timeline
LPL Financial LLC131,811$19.1M0.01%-19,33013F-HRTimeline
360 Financial, Inc.102,569$14.9M4.72%+4,20013F-HRTimeline
UBS Group AGin group UBS Group AG99,817$14.5M<0.01%-2,75013F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…99,019$14.4M0.03%new13F-HR/ATimelineGroup
GRIMES & Co WEALTH MANAGEMENT, LLC53,775$7.79M0.21%new13F-HRTimeline
Fisher Asset Management, LLC51,469$7.46M<0.01%-14,19113F-HRTimeline
Royal Fund Management, LLC49,817$7.24M0.77%+1,25813F-HRTimeline
NOTTINGHAM ADVISORS, INC.44,118$6.39M0.95%+18413F-HRTimeline
Baker Avenue Asset Management, LP29,859$4.33M0.12%+1,20713F-HRTimeline
TigerOak Management, L.L.C.28,340$4.11M1.41%-37513F-HRTimeline
Provident Co of the Employees of the He…27,651$4.01M4%013F-HRTimeline
Cavalier Investments, LLC26,328$3.82M1.16%013F-HRTimeline
VICUS CAPITAL25,039$3.63M0.3%+2,04613F-HRTimeline
HighTower Advisors, LLC24,583$3.56M<0.01%+513F-HRTimeline
Masso Torrence Wealth Management Inc.24,442$3.54M1.64%-1,18313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC23,258$3.37M<0.01%-3,43713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC22,478$3.26M0.01%-51013F-HRTimeline
IMC-Chicago, LLC21,878$3.17M0.08%-29,61113F-HRTimeline
Community Bank, N.A.20,638$2.99M0.39%+1,09813F-HRTimeline
Fluent Financial, LLC20,292$2.94M1.21%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC19,813$2.87M<0.01%-10513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC17,127$2.48M<0.01%-4,44713F-HRTimelineGroup
Westwind Capital16,901$2.45M0.5%+43613F-HRTimeline
Merit Financial Group, LLC16,436$2.38M0.03%-28,89913F-HRTimeline
GTS SECURITIES LLC14,397$2.09M0.09%new13F-HRTimeline
Aspen Wealth Strategies, LLC14,026$2.03M1.23%+1,58913F-HRTimeline
Accel Wealth Management13,408$1.94M0.65%+1,31413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,765$1.85M<0.01%+2,05313F-HRTimelineGroup
WESPAC Advisors SoCal, LLC11,910$1.73M0.39%-20913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP11,824$1.71M<0.01%+75813F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …11,507$1.67M0.02%+41413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA11,366$1.65M<0.01%+7,58013F-HR/ATimelineGroup
DHK Financial Advisors, Inc.10,093$1.46M0.84%+4213F-HRTimeline
MONEY CONCEPTS CAPITAL CORP9,421$1.37M0.09%-39713F-HRTimeline
Fort Point Capital Partners LLC9,359$1.36M0.14%+18313F-HRTimeline
Csenge Advisory Group9,783$1.32M0.07%+25613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,806$1.27M<0.01%-23513F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,609$1.25M<0.01%-6,97013F-HRTimelineGroup
Global Financial Private Client, LLC8,126$1.18M0.44%-413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,731$1.12M<0.01%+1,75813F-HRTimelineGroup
Cambridge Investment Research Advisors,…7,321$1.06M<0.01%-1,61213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC7,182$1.04M0.01%+5613F-HRTimelineGroup
Gladstone Institutional Advisory LLC5,897$855K0.04%-6013F-HRTimeline
Janney Montgomery Scott LLC5,654$819K<0.01%-87913F-HRTimeline
Cetera Investment Advisers5,593$811K<0.01%-14913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…5,538$803K0.01%-1313F-HRTimelineGroup
Arkadios Wealth Advisors5,115$741K0.02%013F-HRTimeline
Private Advisor Group, LLC4,924$714K<0.01%-29113F-HRTimeline
Ferguson Shapiro LLC4,855$704K0.24%-75013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,673$677K0.02%-8,24213F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.4,614$669K<0.01%new13F-HRTimeline
LEUTHOLD GROUP, LLC4,402$638K0.08%+10413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,237$614K<0.01%+2,15013F-HRTimelineGroup
Wealthfront Advisers LLC4,203$609K<0.01%+10413F-HRTimeline
Sanctuary Advisors, LLC3,648$529K<0.01%+25513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC3,557$515K<0.01%-2,07613F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.3,311$480K<0.01%013F-HRTimelineGroup
HBW ADVISORY SERVICES LLC3,189$462K0.06%-7113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,004$435K<0.01%-15313F-HRTimelineGroup
Steward Partners Investment Advisory, L…2,832$410K<0.01%-2,44313F-HRTimeline
HF Advisory Group, LLC2,706$392K0.15%+2413F-HRTimeline
Headland Capital, LLC2,616$379K0.11%-23713F-HR/ATimeline
NewEdge Advisors, LLC2,099$304K<0.01%-9313F-HRTimeline
Delta Investment Management, LLC2,052$297K0.06%-42913F-HRTimeline
Quantum Portfolio Management LLC2,016$292K0.14%-2,50213F-HRTimeline
Blackston Financial Advisory Group, LLC1,802$261K0.16%-6113F-HR/ATimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,754$254K<0.01%+613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,704$247K<0.01%+10713F-HRTimelineGroup
Nova Wealth Management, Inc.1,595$231K0.17%+19113F-HRTimeline
Tidemark, LLC1,521$220K0.07%-813F-HRTimeline
FMR LLCin group FMR LLC1,516$220K<0.01%+8213F-HRTimelineGroup
Lion Street Advisors, LLC1,494$217K0.07%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,400$203K<0.01%-1,63213F-HRTimelineGroup
EP Wealth Advisors, LLC1,191$173K<0.01%013F-HRTimeline
MGB Wealth Management, LLC1,097$159K0.05%013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…1,000$145K<0.01%new13F-HRTimelineGroup
BAROMETER CAPITAL MANAGEMENT INC.900$130K0.04%new13F-HRTimeline
PRIVATE TRUST CO NA850$123K0.01%-21813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC769$111K<0.01%-1,65013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/615$89.1K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC572$83K<0.01%-113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO488$70.7K<0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL399$57.8K<0.01%-2513F-HRTimeline
Larson Financial Group LLC358$51.9K<0.01%-1413F-HRTimeline
Qube Research & Technologies Ltd349$50.6K<0.01%+24213F-HRTimeline
COMERICA BANK250$36.2K<0.01%+5013F-HRTimeline
Provenance Wealth Advisors, LLC225$32.6K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC210$30.4K<0.01%+13513F-HRTimelineGroup
Parallel Advisors, LLC174$25.3K<0.01%-1413F-HRTimeline
MCF Advisors LLC173$25.1K<0.01%013F-HRTimeline
Main Street Group, LTD145$21K0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources112$16.2K<0.01%new13F-HRTimelineGroup
Asset Dedication, LLC85$12.3K<0.01%013F-HRTimeline
Legacy Investment Solutions, LLC77$11.2K0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…77$11.2K0.01%013F-HRTimelineGroup
Orion Capital Management LLC76$11K<0.01%+113F-HRTimeline
HARBOUR INVESTMENTS, INC.51$7.39K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.53$7.24K<0.01%013F-HRTimeline
Park Square Financial Group, LLC48$6.96K0.01%013F-HRTimeline
CITY HOLDING CO45$6.52K<0.01%013F-HRTimeline
TSFG, LLC45$6K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors41$5.92K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC28$4.06K<0.01%-1713F-HRTimeline
Independence Bank of Kentucky25$3.62K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC22$3.19K<0.01%-2513F-HRTimeline
Cranbrook Wealth Management, LLC20$2.9K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division18$2.61K<0.01%013F-HRTimeline
Global Retirement Partners, LLC16$2.37K<0.01%13F-HRTimeline
CoreCap Advisors, LLC13$1.88K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…11$1.59K<0.01%new13F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.11$1.59K<0.01%new13F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT5$725<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$21<0.01%-3313F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.