SPDR SERIES TRUST (KCE)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
95
Reporting holders
$295.8M
Reported value
0.2%
Held as options
+2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $103.0M | 699,851 | 0.01% | 31q | HELD |
| MEITAV INVESTMENT HOUSE LTD | $36.3M | 246,277 | 0.24% | 9q | -9.9%-$4.0M |
| MORGAN STANLEY | $20.9M | 142,242 | 0.00% | 35q | -8.5%-$1.9M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | $20.3M | 138,163 | 0.84% | 10q | HELD |
| LPL Financial LLC | $17.5M | 119,008 | 0.00% | 23q | -16.6%-$3.5M |
| ROYAL BANK OF CANADA | $9.3M | 63,354 | 0.00% | 31q | +349.4%+$7.3M |
| Royal Fund Management, LLC | $8.0M | 54,508 | 0.67% | 15q | +3.6%+$282.4K |
| Fisher Asset Management, LLC | $7.5M | 50,777 | 0.00% | 23q | +2.9%+$211.1K |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | $7.0M | 47,687 | 0.87% | 10q | HELD |
| TigerOak Management, L.L.C. | $4.3M | 28,881 | 1.19% | 7q | +1.7%+$70.1K |
| UBS Group AG | $4.2M | 28,494 | 0.00% | 31q | -67.4%-$8.7M |
| Accel Wealth Management | $4.1M | 27,798 | 0.92% | 21q | +7.9%+$299.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.0M | 24,417 | 0.00% | 30q | +115.9%+$2.1M |
| ENVESTNET ASSET MANAGEMENT INC | $4.0M | 26,897 | 0.00% | 22q | +13.0%+$456.6K |
| MML INVESTORS SERVICES, LLC | $3.9M | 26,731 | 0.01% | 18q | +17.6%+$588.8K |
| RAYMOND JAMES FINANCIAL INC | $3.4M | 23,046 | 0.00% | 7q | HELD |
| Merit Financial Group, LLC | $3.4M | 22,978 | 0.01% | 7q | +86.7%+$1.6M |
| HighTower Advisors, LLC | $3.3M | 22,347 | 0.00% | 8q | -1.2%-$39.3K |
| CITADEL ADVISORS LLC | $2.1M | 11,654 | 0.00% | 31q | +43.9%+$630.9K |
| STIFEL FINANCIAL CORP | $2.0M | 13,911 | 0.00% | 11q | +2.8%+$55.4K |
| GOLDMAN SACHS GROUP INC | $2.0M | 13,613 | 0.00% | 2q | +6.8%+$127.9K |
| WESPAC Advisors SoCal, LLC | $1.9M | 12,919 | 0.34% | 6q | +0.6%+$11.5K |
| IMC-Chicago, LLC | $1.8M | 12,454 | 0.00% | 2q | +48.6%+$599.7K |
| Cetera Investment Advisers | $1.7M | 11,338 | 0.00% | 10q | -6.4%-$114.7K |
| Farther Finance Advisors, LLC | $1.6M | 10,594 | 0.01% | 9q | -35.4%-$856.5K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | $1.4M | 9,674 | 0.03% | 5q | -5.7%-$85.4K |
| MONEY CONCEPTS CAPITAL CORP | $1.4M | 9,646 | 0.07% | 15q | -0.5%-$7.8K |
| GTS SECURITIES LLC | $1.4M | 9,362 | 0.03% | 2q | +7.0%+$90.1K |
| Global Financial Private Client, LLC | $1.1M | 7,500 | 0.30% | 10q | -1.0%-$11.5K |
| PNC Financial Services Group, Inc. | $1.1M | 7,440 | 0.00% | 31q | -3.3%-$37.4K |
| Arkadios Wealth Advisors | $832.8K | 5,656 | 0.01% | 9q | +8.3%+$63.9K |
| STEPHENS INC /AR/ | $803.6K | 5,458 | 0.01% | 6q | +0.7%+$5.9K |
| OSAIC HOLDINGS, INC. | $753.5K | 5,113 | 0.00% | 26q | -30.9%-$337.0K |
| Private Advisor Group, LLC | $738.7K | 5,017 | 0.00% | 12q | +24.0%+$142.8K |
| XTX Topco Ltd | $643.7K | 4,372 | 0.01% | new | NEW |
| Worthington Financial Partners, LLC | $575.7K | 3,910 | 0.48% | 3q | +3.4%+$19.0K |
| Sanctuary Advisors, LLC | $516.2K | 3,506 | 0.00% | 8q | -6.5%-$36.1K |
| Wealthfront Advisers LLC | $496.5K | 3,372 | 0.00% | 19q | -5.4%-$28.3K |
| D. E. Shaw & Co., Inc. | $487.5K | 3,311 | 0.00% | 7q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $478.1K | 3,247 | 0.00% | 22q | +5.7%+$25.9K |
| Anchor Bay Capital, Inc. | $436.7K | 2,670 | 0.24% | new | FIRST |
| HF Advisory Group, LLC | $400.6K | 2,721 | 0.12% | 15q | HELD |
| Steward Partners Investment Advisory, LLC | $372.0K | 2,526 | 0.00% | 31q | +2.7%+$9.9K |
| JANE STREET GROUP, LLC | $318.6K | 2,164 | 0.00% | 2q | -75.0%-$958.1K |
| NewEdge Advisors, LLC | $311.0K | 2,112 | 0.00% | 10q | HELD |
| Csenge Advisory Group | $276.5K | 1,878 | 0.01% | new | NEW |
| Kestra Advisory Services, LLC | $273.6K | 1,858 | 0.00% | 8q | -4.3%-$12.4K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $264.8K | 1,799 | 0.00% | 8q | -46.7%-$231.8K |
| Beacon Pointe Advisors, LLC | $257.4K | 1,748 | 0.00% | new | NEW |
| FMR LLC | $249.3K | 1,693 | 0.00% | 13q | -3.5%-$9.1K |
| Gladstone Institutional Advisory LLC | $247.1K | 1,678 | 0.01% | 8q | -8.1%-$21.6K |
| Headland Capital, LLC | $245.0K | 1,664 | 0.06% | 6q | -14.4%-$41.4K |
| Focus Partners Wealth | $236.2K | 1,604 | 0.00% | 3q | HELD |
| Tower Research Capital LLC (TRC) | $213.9K | 1,453 | 0.01% | 3q | -63.5%-$371.8K |
| Tidemark, LLC | $182.9K | 1,242 | 0.04% | 7q | +4.5%+$7.8K |
| EP Wealth Advisors, LLC | $178.6K | 1,213 | 0.00% | new | NEW |
| Rockefeller Capital Management L.P. | $148.7K | 1,010 | 0.00% | 4q | +601.4%+$127.5K |
| Larson Financial Group LLC | $147.7K | 1,003 | 0.00% | 11q | +208.6%+$99.8K |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $88.0K | 598 | 0.00% | new | NEW |
| AE Wealth Management LLC | $73.5K | 499 | 0.00% | 7q | -10.7%-$8.8K |
| BROWN BROTHERS HARRIMAN & CO | $71.9K | 488 | 0.00% | 12q | HELD |
| WELLS FARGO & COMPANY/MN | $69.0K | 469 | 0.00% | 31q | -70.1%-$162.0K |
| ASSETMARK, INC | $63.6K | 432 | 0.00% | 12q | -9.4%-$6.6K |
| Allworth Financial LP | $56.4K | 383 | 0.00% | 3q | HELD |
| Provenance Wealth Advisors, LLC | $33.1K | 225 | 0.00% | 11q | HELD |
| HARBOUR INVESTMENTS, INC. | $28.0K | 190 | 0.00% | 20q | HELD |
| MCF Advisors LLC | $26.0K | 176 | 0.00% | 17q | HELD |
| FIFTH THIRD BANCORP | $24.5K | 166 | 0.00% | 2q | +32.8%+$6.0K |
| Thrivent Financial for Lutherans | $22.8K | 154,704 | 0.04% | 3q | -4.7%-$1.1K |
| Main Street Group, LTD | $21.3K | 145 | 0.00% | 2q | HELD |
| IFG Advisory, LLC | $21.1K | 144 | 0.00% | new | NEW |
| US BANCORP \DE\ | $20.6K | 140 | 0.00% | 3q | HELD |
| FRANKLIN RESOURCES INC | $16.5K | 112 | 0.00% | 5q | HELD |
| Nova Wealth Management, Inc. | $16.2K | 110 | 0.01% | 6q | -37.1%-$9.6K |
| Orion Capital Management LLC | $13.8K | 93 | 0.00% | 7q | HELD |
| Asset Dedication, LLC | $12.5K | 85 | 0.00% | 9q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $10.4K | 70 | 0.00% | new | NEW |
| LANARK FINANCIAL, INC. | $10.3K | 70 | 0.00% | 2q | HELD |
| Waverly Advisors, LLC | $9.6K | 65 | 0.00% | 2q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $8.7K | 58 | 0.00% | 3q | HELD |
| Parallel Advisors, LLC | $7.2K | 49 | 0.00% | 31q | HELD |
| Ashton Thomas Private Wealth, LLC | $6.9K | 47 | 0.00% | 2q | HELD |
| CITY HOLDING CO | $6.6K | 45 | 0.00% | 22q | HELD |
| LAZARD ASSET MANAGEMENT LLC | $6.5K | 44 | 0.00% | new | NEW |
| HUNTINGTON NATIONAL BANK | $6.5K | 44 | 0.00% | new | NEW |
| BLAIR WILLIAM & CO/IL | $6.2K | 42 | 0.00% | 31q | HELD |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $4.3K | 29 | 0.00% | 9q | -71.8%-$10.9K |
| Independence Bank of Kentucky | $3.7K | 25 | 0.00% | 6q | HELD |
| Global Retirement Partners, LLC | $3.7K | 25 | 0.00% | 10q | +66.7%+$1.5K |
| Cranbrook Wealth Management, LLC | $2.9K | 20 | 0.00% | 8q | HELD |
| ARK Investment Management LLC | $2.8K | 19 | 0.00% | new | NEW |
| Central Pacific Bank - Trust Division | $2.6K | 18 | 0.00% | 7q | HELD |
| IFP Advisors, Inc | $2.5K | 17 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $2.2K | 15,236 | 0.00% | 31q | +89.1%+$1.1K |
| CoreCap Advisors, LLC | $1.9K | 13 | 0.00% | 10q | HELD |
| Cullen/Frost Bankers, Inc. | $1.5K | 10 | 0.00% | 2q | -87.8%-$10.6K |
| AMICA MUTUAL INSURANCE CO | $987 | 6,701 | 0.08% | new | NEW |
| HOLLENCREST CAPITAL MANAGEMENT | $736 | 5 | 0.00% | 10q | HELD |
| Janney Montgomery Scott LLC | $680 | 4,619 | 0.00% | 8q | +0.8% |
| Harel Insurance Investments & Financial Services Ltd. | $368 | 2,500 | 0.00% | 3q | HELD |
Showing the largest 100 of 101 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 95 | $295.8M | 2,003,729 | 11 | 26 | 27 | 0.2% |
| Q1 2026 | 93 | $285.5M | 2,072,673 | 15 | 17 | 38 | 0.1% |
| Q4 2025 | 98 | $373.5M | 2,488,332 | 8 | 22 | 36 | 0.1% |
| Q3 2025 | 107 | $461.8M | 3,031,519 | 13 | 34 | 26 | 0.1% |
| Q2 2025 | 111 | $352.7M | 2,434,167 | 10 | 28 | 39 | 0.0% |
| Q1 2025 | 115 | $339.2M | 2,683,159 | 14 | 37 | 31 | 0.2% |
| Q4 2024 | 122 | $365.3M | 2,640,693 | 37 | 37 | 24 | 0.5% |
| Q3 2024 | 97 | $340.2M | 2,710,042 | 19 | 27 | 31 | 0.5% |
| Q2 2024 | 82 | $286.9M | 2,597,999 | 21 | 22 | 19 | 0.1% |
| Q1 2024 | 70 | $264.1M | 2,384,315 | 16 | 21 | 18 | 0.2% |
| Q4 2023 | 75 | $205.2M | 1,995,905 | 20 | 19 | 25 | 0.8% |
| Q3 2023 | 55 | $216.4M | 2,493,358 | 17 | 14 | 13 | 0.0% |
| Q2 2023 | 40 | $84.0M | 970,780 | 5 | 13 | 12 | 1.9% |
| Q1 2023 | 40 | $58.1M | 653,942 | 8 | 12 | 9 | 6.6% |
| Q4 2022 | 39 | $29.2M | 367,428 | 9 | 5 | 14 | 1.0% |
| Q3 2022 | 46 | $43.1M | 585,922 | 2 | 15 | 15 | 2.5% |
| Q2 2022 | 48 | $36.7M | 483,537 | 4 | 6 | 25 | 3.8% |
| Q1 2022 | 60 | $91.5M | 935,602 | 16 | 8 | 23 | 6.7% |
| Q4 2021 | 70 | $239.7M | 2,304,141 | 13 | 32 | 13 | 0.4% |
| Q3 2021 | 59 | $107.8M | 1,128,203 | 11 | 25 | 11 | 0.0% |
| Q2 2021 | 50 | $52.6M | 559,501 | 17 | 15 | 8 | 0.0% |
| Q1 2021 | 36 | $31.1M | 367,960 | 13 | 11 | 5 | 0.0% |
| Q4 2020 | 24 | $19.5M | 258,542 | 5 | 2 | 7 | 0.0% |
| Q3 2020 | 18 | $9.3M | 159,881 | 1 | 4 | 8 | 0.0% |
| Q2 2020 | 23 | $10.5M | 187,009 | 4 | 2 | 10 | 0.0% |
| Q1 2020 | 22 | $15.3M | 317,819 | 3 | 3 | 10 | 5.5% |
| Q4 2019 | 25 | $22.8M | 394,559 | 3 | 8 | 8 | 0.0% |
| Q3 2019 | 23 | $22.2M | 390,884 | 1 | 9 | 6 | 4.2% |
| Q2 2019 | 28 | $26.4M | 446,192 | 1 | 8 | 11 | 6.9% |
| Q1 2019 | 34 | $21.2M | 399,766 | 8 | 6 | 12 | 0.0% |
| Q4 2018 | 32 | $24.2M | 506,602 | 2 | 0 | 1 | 0.0% |