SPDR SERIES TRUST - KCE
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 703,028 | 105,404 | 0.01% | 0.01% | 1 | +6,758 | 0.97% | Q4 2025 | Feb 17, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 286,720 | 42,987 | 0.5% | 0.53% | 2 | +24,396 | 9.3% | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Reduced | 197,905 | 29,671 | 0.0% | 0.0% | 3 | -41,992 | -17.5% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 158,881 | 23,821 | 0.04% | — | 4 | +158,881 | New | Q4 2025 | Feb 05, 2026 |
| LPL Financial LLC | History | Reduced | 154,302 | 23,134 | 0.01% | 0.01% | 5 | -52,921 | -25.54% | Q4 2025 | Feb 11, 2026 |
| Presper Financial Architects, LLC | History | Added to | 141,662 | 21,239 | 12.01% | 12.22% | 6 | +3,822 | 2.77% | Q4 2025 | Feb 05, 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | History | No change | 138,163 | 20,714 | 1.35% | 1.42% | 7 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Reduced | 86,816 | 13,016 | 0.0% | 0.0% | 8 | -17,633 | -16.88% | Q4 2025 | Jan 29, 2026 |
| Royal Fund Management, LLC | History | Added to | 52,855 | 7,941 | 0.72% | 0.68% | 9 | +15,703 | 42.27% | Q4 2025 | Jan 15, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 50,784 | 7,614 | 0.0% | 0.0% | 10 | -1,066 | -2.06% | Q4 2025 | Feb 09, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 50,465 | 7,566 | 0.18% | 0.2% | 11 | -1,844 | -3.53% | Q4 2025 | Feb 03, 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | History | No change | 47,687 | 7,149 | 1.4% | 1.49% | 12 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 29,799 | 4,467 | 0.1% | 0.11% | 13 | -39 | -0.13% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 29,206 | 4,378 | 0.0% | 0.0% | 14 | +3,871 | 15.28% | Q4 2025 | Feb 18, 2026 |
| TigerOak Management, L.L.C. | History | Reduced | 28,144 | 4,219 | 1.29% | 1.36% | 15 | -440 | -1.54% | Q4 2025 | Jan 21, 2026 |
| Provident Co of the Employees of the Hebrew University LTD | History | No change | 27,651 | 4,145 | 4.3% | 4.21% | 16 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| VICUS CAPITAL | History | Added to | 27,357 | 4,101 | 0.31% | 0.27% | 17 | +3,913 | 16.69% | Q4 2025 | Jan 22, 2026 |
| Cavalier Investments, LLC | History | No change | 26,328 | 3,947 | 0.2% | 0.19% | 18 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 24,675 | 3,699 | 0.04% | 0.0% | 19 | +24,653 | 112059.09% | Q4 2025 | Jan 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 24,472 | 3,669 | 0.01% | 0.01% | 20 | +2,785 | 12.84% | Q4 2025 | Feb 13, 2026 |
| Accel Wealth Management | History | Added to | 23,965 | 3,593 | 0.98% | 0.92% | 21 | +3,245 | 15.66% | Q4 2025 | Jan 20, 2026 |
| HighTower Advisors, LLC | History | Reduced | 22,815 | 3,420 | 0.0% | 0.0% | 22 | -1,573 | -6.45% | Q4 2025 | Feb 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 22,557 | 3,381 | 0.0% | 0.0% | 23 | +2,327 | 11.5% | Q4 2025 | Feb 10, 2026 |
| WESPAC Advisors SoCal, LLC | History | Added to | 20,199 | 3,028 | 0.61% | 0.36% | 24 | +8,461 | 72.08% | Q4 2025 | Jan 07, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Reduced | 20,158 | 3,022 | 0.42% | 0.9% | 25 | -22,425 | -52.66% | Q4 2025 | Jan 26, 2026 |
| Community Bank, N.A. | History | Reduced | 19,845 | 2,975 | 0.35% | 0.38% | 26 | -670 | -3.27% | Q4 2025 | Feb 04, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 18,595 | 2,787 | 0.0% | 0.0% | 27 | +5,552 | 42.57% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 18,315 | 2,745 | 0.0% | 0.0% | 28 | +8,388 | 84.5% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Reduced | 15,453 | 2,316 | 0.0% | 0.0% | 29 | -317 | -2.01% | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | Reduced | 14,274 | 2,140 | 0.02% | 0.02% | 30 | -1,205 | -7.78% | Q4 2025 | Jan 26, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 13,531 | 2,028 | 0.0% | 0.0% | 31 | -2,692 | -16.59% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 12,252 | 1,837 | 0.0% | 0.0% | 32 | -1,202 | -8.93% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 12,154 | 1,822 | 0.0% | 0.0% | 33 | +163 | 1.36% | Q4 2025 | Feb 17, 2026 |
| Csenge Advisory Group | History | Added to | 10,920 | 1,637 | 0.07% | 0.07% | 34 | +1,077 | 10.94% | Q4 2025 | Feb 06, 2026 |
| ROYAL BANK OF CANADA | History | New | 10,524 | 1,578 | 0.0% | — | 35 | +10,524 | New | Q4 2025 | Feb 17, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 9,690 | 1,452 | 0.08% | 0.09% | 36 | -98 | -1.0% | Q4 2025 | Feb 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 7,889 | 1,183 | 0.0% | 0.0% | 37 | +438 | 5.88% | Q4 2025 | Feb 05, 2026 |
| Global Financial Private Client, LLC | History | Reduced | 7,666 | 1,149 | 0.4% | 0.43% | 38 | -143 | -1.83% | Q4 2025 | Jan 27, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 5,446 | 816 | 0.01% | 0.01% | 39 | -54 | -0.98% | Q4 2025 | Feb 05, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 5,384 | 807 | 0.0% | 0.0% | 40 | -1,105 | -17.03% | Q4 2025 | Feb 11, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 5,222 | 782 | 0.02% | 0.02% | 41 | -83 | -1.56% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 5,183 | 777 | 0.0% | 0.0% | 42 | -6,856 | -56.95% | Q4 2025 | Feb 17, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 4,968 | 744 | 0.0% | 0.0% | 43 | -547 | -9.92% | Q4 2025 | Jan 30, 2026 |
| Private Advisor Group, LLC | History | Reduced | 4,547 | 681 | 0.0% | 0.0% | 44 | -92 | -1.98% | Q4 2025 | Feb 17, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 4,426 | 663 | 0.03% | 0.03% | 45 | -1,346 | -23.32% | Q4 2025 | Feb 17, 2026 |
| LEUTHOLD GROUP, LLC | History | Reduced | 4,080 | 611 | 0.07% | 0.07% | 46 | -163 | -3.84% | Q4 2025 | Feb 05, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 3,813 | 571 | 0.0% | 0.0% | 47 | +420 | 12.38% | Q4 2025 | Jan 29, 2026 |
| Worthington Financial Partners, LLC | History | New | 3,806 | 570 | 0.5% | — | 48 | +3,806 | New | Q4 2025 | Mar 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 3,777 | 566 | 0.0% | 0.0% | 49 | -921 | -19.6% | Q4 2025 | Feb 12, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 3,311 | 496 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 3,122 | 468 | 0.05% | 0.05% | 51 | -55 | -1.73% | Q4 2025 | Jan 23, 2026 |
| HF Advisory Group, LLC | History | Added to | 2,892 | 433 | 0.15% | 0.14% | 52 | +421 | 17.04% | Q4 2025 | Jan 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 2,820 | 422 | 0.0% | 0.0% | 53 | +2 | 0.07% | Q4 2025 | Feb 12, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | New | 2,500 | 375 | 0.0% | — | 54 | +2,500 | New | Q4 2025 | Feb 03, 2026 |
| Headland Capital, LLC | History | Reduced | 2,327 | 348 | 0.1% | 0.11% | 55 | -253 | -9.81% | Q4 2025 | Jan 28, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 2,105 | 315 | 0.0% | 0.0% | 56 | -65 | -3.0% | Q4 2025 | Feb 18, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | New | 2,000 | 299 | 0.02% | — | 57 | +2,000 | New | Q4 2025 | Jan 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,993 | 298 | 0.0% | 0.0% | 58 | +111 | 5.9% | Q4 2025 | Feb 10, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 1,950 | 292 | 0.01% | — | 59 | +1,950 | New | Q4 2025 | Feb 09, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 1,921 | 288 | 0.0% | 0.01% | 60 | -5,955 | -75.61% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 1,774 | 265 | 0.0% | 0.0% | 61 | +292 | 19.7% | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 1,765 | 264 | 0.0% | 0.0% | 62 | +7 | 0.4% | Q4 2025 | Feb 12, 2026 |
| Kaizen Financial Strategies | History | No change | 1,540 | 230 | 0.1% | 0.1% | 63 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Focus Partners Wealth | History | New | 1,512 | 226 | 0.0% | — | 64 | +1,512 | New | Q4 2025 | Feb 13, 2026 |
| MGB Wealth Management, LLC | History | Added to | 1,502 | 225 | 0.06% | 0.06% | 65 | +5 | 0.33% | Q4 2025 | Feb 17, 2026 |
| Tidemark, LLC | History | Added to | 1,481 | 222 | 0.06% | 0.06% | 66 | +17 | 1.16% | Q4 2025 | Feb 10, 2026 |
| Equitable Holdings, Inc. | History | No change | 1,445 | 216 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sound Income Strategies, LLC | History | New | 1,322 | 213 | 0.01% | — | 68 | +1,322 | New | Q4 2025 | Jan 21, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 1,348 | 202 | 0.0% | — | 69 | +1,348 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 781 | 117 | 0.0% | — | 70 | +781 | New | Q4 2025 | Feb 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 740 | 110 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| ASSETMARK, INC | History | Reduced | 675 | 101 | 0.0% | 0.0% | 72 | -68 | -9.15% | Q4 2025 | Jan 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 615 | 92 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AE Wealth Management LLC | History | Reduced | 563 | 84 | 0.0% | 0.0% | 74 | -11 | -1.92% | Q4 2025 | Jan 26, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 488 | 73 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| US BANCORP \DE\ | History | New | 363 | 54 | 0.0% | — | 76 | +363 | New | Q4 2025 | Jan 30, 2026 |
| Larson Financial Group LLC | History | Reduced | 335 | 50 | 0.0% | 0.0% | 77 | -1 | -0.3% | Q4 2025 | Feb 06, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 269 | 40 | 0.03% | 0.04% | 78 | -67 | -19.94% | Q4 2025 | Jan 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 257 | 38 | 0.0% | 0.0% | 79 | -70 | -21.41% | Q4 2025 | Feb 17, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 225 | 33 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 190 | 28 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MCF Advisors LLC | History | Added to | 175 | 26 | 0.0% | 0.0% | 82 | +1 | 0.57% | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 145 | 21 | 0.0% | 0.0% | 83 | -14 | -8.81% | Q4 2025 | Mar 16, 2026 |
| COMERICA BANK | History | Reduced | 125 | 18 | 0.0% | 0.0% | 84 | -125 | -50.0% | Q4 2025 | Jan 29, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 107 | 16 | 0.0% | 0.0% | 86 | -480 | -81.77% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 112 | 16 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Orion Capital Management LLC | History | Added to | 93 | 13 | 0.0% | 0.0% | 87 | +1 | 1.09% | Q4 2025 | Feb 03, 2026 |
| Asset Dedication, LLC | History | No change | 85 | 12 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 77 | 11 | 0.01% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 58 | 8 | 0.0% | — | 92 | +58 | New | Q4 2025 | Feb 03, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 57 | 8 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sunbelt Securities, Inc. | History | No change | 53 | 8 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Parallel Advisors, LLC | History | No change | 48 | 7 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CITY HOLDING CO | History | No change | 45 | 6 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Independence Bank of Kentucky | History | No change | 25 | 3 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Allworth Financial LP | History | New | 14 | 2 | 0.0% | — | 96 | +14 | New | Q4 2025 | Feb 05, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 15 | 2 | 0.0% | 0.0% | 98 | -1 | -6.25% | Q4 2025 | Feb 06, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 20 | 2 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 18 | 2 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| CoreCap Advisors, LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| BlackRock, Inc. | History | No change | 11 | 1 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Annex Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.91% | — | -278,560 | -100.0% | Q3 2025 | Oct 17, 2025 |
| 360 Financial, Inc. | History | Closed out | 0 | 0 | — | 5.2% | — | -105,797 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Horizon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.69% | — | -30,631 | -100.0% | Q3 2025 | Nov 06, 2025 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -26,300 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -25,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Westwind Capital | History | Closed out | 0 | 0 | — | 0.06% | — | -17,670 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Aspen Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 1.2% | — | -14,107 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Quantum Portfolio Management LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -3,448 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Delta Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,057 | -100.0% | Q3 2025 | Oct 20, 2025 |
| FORTRESS PRIVATE LEDGER, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -1,665 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Stratos Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,653 | -100.0% | Q3 2025 | Nov 06, 2025 |
| WMG Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -1,362 | -100.0% | Q3 2025 | Oct 23, 2025 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -1,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.01% | — | -861 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -844 | -100.0% | Q3 2025 | Nov 18, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -210 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -145 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Colonial Trust Co / SC | History | Closed out | 0 | 0 | — | 0.0% | — | -41 | -100.0% | Q3 2025 | Nov 10, 2025 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 10, 2025 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |