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Disclosery

KCE SPDR SERIES TRUST

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ST STR SP CAPMKT (fund)

110 managers (111 13F filers) reported a position in KCE shares at 2025-09-30, 3,064,434 shares in all. 13 filers opened a position and 16 filers sold out during the quarter.

Managers
110
13F filers
111
New
13
Added
42
Reduced
30
Sold out
16
Shares held by filers
3,064,434

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/696,270$106M0.01%+91,90713F-HR/ATimelineGroup
Annex Advisory Services, LLC278,560$42.6M0.91%new13F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD262,324$40.1M0.53%+913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY239,897$36.7M<0.01%+13,90613F-HR/ATimelineGroup
LPL Financial LLC207,223$31.7M0.01%+75,41213F-HRTimeline
Kranot Hishtalmut Le Morim Ve Gananot H…group of 2 filers holding185,850$28.3M0Timeline
Presper Financial Architects, LLC137,840$21.1M12.22%new13F-HRTimeline
360 Financial, Inc.105,797$16.2M5.23%+3,22813F-HRTimeline
UBS Group AGin group UBS Group AG104,449$16M<0.01%+4,63213F-HRTimelineGroup
GRIMES & Co WEALTH MANAGEMENT, LLC52,309$8M0.2%-1,46613F-HRTimeline
Fisher Asset Management, LLC51,850$7.93M<0.01%+38113F-HRTimeline
NOTTINGHAM ADVISORS, INC.42,583$6.51M0.9%-1,53513F-HRTimeline
Royal Fund Management, LLC37,152$5.7M0.69%-12,66513F-HRTimeline
Horizon Wealth Management, LLC30,631$4.68M0.69%new13F-HRTimeline
Baker Avenue Asset Management, LP29,838$4.56M0.11%-2113F-HRTimeline
TigerOak Management, L.L.C.28,584$4.37M1.36%+24413F-HRTimeline
Provident Co of the Employees of the He…27,651$4.21M4.21%013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP26,300$4.02M0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC25,335$3.87M<0.01%+2,07713F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS25,000$3.82M<0.01%new13F-HRTimelineGroup
Masso Torrence Wealth Management Inc.24,438$3.74M1.55%-413F-HRTimeline
HighTower Advisors, LLC24,388$3.73M<0.01%-19513F-HRTimeline
VICUS CAPITAL23,444$3.58M0.27%-1,59513F-HRTimeline
MML INVESTORS SERVICES, LLC21,687$3.31M0.01%-79113F-HRTimeline
Accel Wealth Management20,720$3.17M0.92%+7,31213F-HRTimeline
Community Bank, N.A.20,515$3.14M0.38%-12313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC20,230$3.09M<0.01%+41713F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…16,223$2.48M<0.01%+13,21913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC15,770$2.41M<0.01%-1,35713F-HRTimelineGroup
Merit Financial Group, LLC15,479$2.37M0.02%-95713F-HR/ATimeline
Cavalier Investments, LLC26,328$2.29M0.92%013F-HRTimeline
Aspen Wealth Strategies, LLC14,107$2.16M1.21%+8113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.13,454$2.09M<0.01%+4,64813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP13,043$1.99M<0.01%+1,21913F-HRTimelineGroup
Cetera Investment Advisers11,991$1.83M<0.01%+6,39813F-HRTimeline
WESPAC Advisors SoCal, LLC11,738$1.79M0.36%-17213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,939$1.52M<0.01%+2,20813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,927$1.52M<0.01%-2,83813F-HRTimelineGroup
Csenge Advisory Group9,843$1.5M0.07%+6013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP9,788$1.5M0.09%+36713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC7,876$1.2M0.01%+69413F-HRTimelineGroup
Global Financial Private Client, LLC7,809$1.19M0.43%-31713F-HRTimeline
Cambridge Investment Research Advisors,…7,451$1.14M<0.01%+13013F-HRTimeline
Janney Montgomery Scott LLC6,489$992K<0.01%+83513F-HRTimeline
Gladstone Institutional Advisory LLC5,772$882K0.03%-12513F-HRTimeline
Wealthfront Advisers LLC5,515$843K<0.01%+1,31213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…5,500$841K0.01%-3813F-HRTimelineGroup
Arkadios Wealth Advisors5,305$811K0.02%+19013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,698$718K<0.01%+1,14113F-HRTimeline
Private Advisor Group, LLC4,639$709K<0.01%-28513F-HRTimeline
LEUTHOLD GROUP, LLC4,243$649K0.07%-15913F-HRTimeline
Sanctuary Advisors, LLC3,701$566K<0.01%+5313F-HR/ATimeline
Quantum Portfolio Management LLC3,448$527K0.16%+1,43213F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.3,311$506K<0.01%013F-HRTimelineGroup
HBW ADVISORY SERVICES LLC3,177$486K0.05%-1213F-HRTimeline
Steward Partners Investment Advisory, L…2,818$431K<0.01%-1413F-HRTimeline
Headland Capital, LLC2,580$394K0.11%-3613F-HRTimeline
HF Advisory Group, LLC2,471$378K0.14%-23513F-HRTimeline
NewEdge Advisors, LLC2,170$332K<0.01%+7113F-HRTimeline
Delta Investment Management, LLC2,057$314K0.06%+513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,946$298K<0.01%-9,42013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,882$288K<0.01%+17813F-HRTimelineGroup
Westwind Capital17,670$270K0.06%+76913F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,758$269K<0.01%+413F-HRTimelineGroup
FORTRESS PRIVATE LEDGER, LLC1,665$254K0.09%new13F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.1,653$253K0.01%new13F-HRTimelineGroup
MGB Wealth Management, LLC1,497$229K0.06%+40013F-HRTimeline
FMR LLCin group FMR LLC1,482$227K<0.01%-3413F-HRTimelineGroup
Tidemark, LLC1,464$224K0.07%-5713F-HRTimeline
Kaizen Financial Strategies1,540$223K0.1%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,445$221K<0.01%+4513F-HRTimelineGroup
WMG Financial Advisors, LLC1,362$208K0.07%new13F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.1,000$153K0.03%+10013F-HRTimeline
PRIVATE TRUST CO NA861$132K0.01%+1113F-HRTimeline
Advisory Services Network, LLC844$129K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC743$114K<0.01%-2613F-HRTimelineGroup
MONTAG A & ASSOCIATES INC740$113K0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/615$94K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd587$89.7K<0.01%+23813F-HRTimeline
AE Wealth Management LLC574$87.7K<0.01%+213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO488$74.6K<0.01%013F-HRTimelineGroup
Nova Wealth Management, Inc.336$51.4K0.04%-1,25913F-HRTimeline
Larson Financial Group LLC336$51.4K<0.01%-2213F-HRTimeline
BLAIR WILLIAM & CO/IL327$50K<0.01%-7213F-HRTimeline
COMERICA BANK250$38.2K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC225$34.4K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC210$32.1K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.190$29K<0.01%+13913F-HRTimeline
MCF Advisors LLC174$26.6K<0.01%+113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…159$24.3K<0.01%new13F-HRTimelineGroup
Main Street Group, LTD145$22.2K0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources112$17.1K<0.01%013F-HRTimelineGroup
Orion Capital Management LLC92$14.1K<0.01%+1613F-HRTimeline
Asset Dedication, LLC85$13K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…77$11.8K0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC57$8.71K<0.01%+2913F-HRTimeline
Sunbelt Securities, Inc.53$8.13K<0.01%013F-HRTimeline
Parallel Advisors, LLC48$7.42K<0.01%-12613F-HRTimeline
CITY HOLDING CO45$6.88K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors41$6.33K<0.01%013F-HRTimelineGroup
Independence Bank of Kentucky25$3.82K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC22$3.36K<0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC20$3.06K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division18$2.75K<0.01%013F-HRTimeline
Global Retirement Partners, LLC16$2.5K<0.01%013F-HRTimeline
CoreCap Advisors, LLC13$1.99K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.11$1.68K<0.01%013F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT5$764<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1$153<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$22<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.