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 | Reduced | 702,696 | 96,690 | 0.01% | 0.01% | 1 | -332 | -0.05% | Q1 2026 | May 15, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Reduced | 273,273 | 37,602 | 0.41% | 0.5% | 2 | -13,447 | -4.69% | Q1 2026 | Apr 29, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 162,262 | 22,327 | 0.04% | 0.04% | 3 | +3,381 | 2.13% | Q1 2026 | May 01, 2026 |
| MORGAN STANLEY | History | Reduced | 155,391 | 21,382 | 0.0% | 0.0% | 4 | -42,514 | -21.48% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 142,631 | 19,625 | 0.01% | 0.01% | 5 | -11,671 | -7.56% | Q1 2026 | May 06, 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | History | No change | 138,163 | 19,011 | 1.25% | 1.35% | 6 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Added to | 87,276 | 12,009 | 0.0% | 0.0% | 7 | +460 | 0.53% | Q1 2026 | May 05, 2026 |
| Royal Fund Management, LLC | History | Reduced | 52,590 | 7,248 | 0.69% | 0.72% | 8 | -265 | -0.5% | Q1 2026 | May 19, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 49,343 | 6,789 | 0.0% | 0.0% | 9 | -1,441 | -2.84% | Q1 2026 | May 05, 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | History | No change | 47,687 | 6,561 | 1.3% | 1.4% | 10 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TigerOak Management, L.L.C. | History | Added to | 28,405 | 3,908 | 1.23% | 1.29% | 11 | +261 | 0.93% | Q1 2026 | Apr 21, 2026 |
| Accel Wealth Management | History | Added to | 25,763 | 3,544 | 0.92% | 0.98% | 12 | +1,798 | 7.5% | Q1 2026 | Apr 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 23,796 | 3,274 | 0.0% | 0.0% | 13 | +1,239 | 5.49% | Q1 2026 | May 04, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 23,300 | 3,206 | 0.0% | — | 14 | +23,300 | New | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 23,143 | 3,184 | 0.0% | 0.0% | 15 | -6,063 | -20.76% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 22,732 | 3,127 | 0.01% | 0.01% | 16 | -1,740 | -7.11% | Q1 2026 | May 04, 2026 |
| HighTower Advisors, LLC | History | Reduced | 22,614 | 3,114 | 0.0% | 0.0% | 17 | -201 | -0.88% | Q1 2026 | May 05, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 16,411 | 2,250 | 0.02% | 0.04% | 18 | -8,264 | -33.49% | Q1 2026 | Apr 07, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 14,097 | 1,940 | 0.0% | 0.0% | 19 | +3,573 | 33.95% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 13,535 | 1,862 | 0.0% | 0.0% | 20 | -5,060 | -27.21% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 12,910 | 1,776 | 0.0% | 0.0% | 21 | -5,405 | -29.51% | Q1 2026 | May 15, 2026 |
| WESPAC Advisors SoCal, LLC | History | Reduced | 12,841 | 1,766 | 0.38% | 0.61% | 22 | -7,358 | -36.43% | Q1 2026 | Apr 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 12,744 | 1,753 | 0.0% | — | 23 | +12,744 | New | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Reduced | 12,310 | 1,693 | 0.01% | 0.02% | 24 | -1,964 | -13.76% | Q1 2026 | Apr 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 12,117 | 1,667 | 0.0% | 0.0% | 25 | -37 | -0.3% | Q1 2026 | May 13, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 10,254 | 1,410 | 0.04% | 0.18% | 26 | -40,211 | -79.68% | Q1 2026 | Apr 21, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 9,699 | 1,334 | 0.07% | 0.08% | 27 | +9 | 0.09% | Q1 2026 | Apr 30, 2026 |
| GTS SECURITIES LLC | History | New | 8,750 | 1,204 | 0.04% | — | 28 | +8,750 | New | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | New | 8,671 | 1,193 | 0.0% | — | 29 | +8,671 | New | Q1 2026 | May 12, 2026 |
| IMC-Chicago, LLC | History | New | 8,381 | 1,153 | 0.0% | — | 30 | +8,381 | New | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 8,101 | 1,114 | 0.0% | 0.0% | 31 | +2,918 | 56.3% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 8,057 | 1,109 | 0.0% | 0.0% | 32 | +168 | 2.13% | Q1 2026 | Apr 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 7,694 | 1,058 | 0.0% | 0.0% | 33 | -5,837 | -43.14% | Q1 2026 | May 08, 2026 |
| Global Financial Private Client, LLC | History | Reduced | 7,578 | 1,042 | 0.34% | 0.4% | 34 | -88 | -1.15% | Q1 2026 | Apr 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 7,400 | 1,018 | 0.0% | 0.0% | 35 | -4,852 | -39.6% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 5,418 | 745 | 0.01% | 0.01% | 36 | -28 | -0.51% | Q1 2026 | Apr 28, 2026 |
| Arkadios Wealth Advisors | History | No change | 5,222 | 718 | 0.01% | 0.02% | 37 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 4,584 | 631 | 0.0% | 0.0% | 38 | -800 | -14.86% | Q1 2026 | Apr 22, 2026 |
| Private Advisor Group, LLC | History | Reduced | 4,047 | 556 | 0.0% | 0.0% | 39 | -500 | -11.0% | Q1 2026 | Apr 24, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,978 | 547 | 0.01% | 0.0% | 40 | +2,630 | 195.1% | Q1 2026 | May 15, 2026 |
| Worthington Financial Partners, LLC | History | Reduced | 3,781 | 520 | 0.45% | 0.5% | 41 | -25 | -0.66% | Q1 2026 | Apr 21, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 3,751 | 516 | 0.0% | 0.0% | 42 | -62 | -1.63% | Q1 2026 | May 05, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 3,564 | 490 | 0.0% | 0.0% | 43 | -1,404 | -28.26% | Q1 2026 | May 05, 2026 |
| LEUTHOLD GROUP, LLC | History | Reduced | 3,470 | 477 | 0.05% | 0.07% | 44 | -610 | -14.95% | Q1 2026 | May 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 3,374 | 464 | 0.0% | 0.0% | 45 | +1,381 | 69.29% | Q1 2026 | May 07, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 3,311 | 455 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 3,098 | 426 | 0.04% | 0.05% | 47 | -24 | -0.77% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 3,071 | 422 | 0.0% | 0.0% | 48 | -706 | -18.69% | Q1 2026 | Apr 27, 2026 |
| HF Advisory Group, LLC | History | Reduced | 2,725 | 374 | 0.13% | 0.15% | 49 | -167 | -5.77% | Q1 2026 | Apr 21, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 2,500 | 344 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 2,459 | 338 | 0.0% | 0.0% | 51 | -361 | -12.8% | Q1 2026 | May 08, 2026 |
| Headland Capital, LLC | History | Reduced | 1,945 | 267 | 0.08% | 0.1% | 53 | -382 | -16.42% | Q1 2026 | May 04, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,942 | 267 | 0.0% | 0.0% | 52 | +21 | 1.09% | Q1 2026 | Apr 30, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,765 | 264 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kaizen Financial Strategies | History | Added to | 1,690 | 255 | 0.11% | 0.1% | 55 | +150 | 9.74% | Q1 2026 | May 01, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 1,825 | 251 | 0.01% | 0.03% | 56 | -2,601 | -58.77% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Reduced | 1,755 | 241 | 0.0% | 0.0% | 57 | -19 | -1.07% | Q1 2026 | May 15, 2026 |
| MGB Wealth Management, LLC | History | No change | 1,502 | 225 | 0.06% | 0.06% | 58 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 1,601 | 220 | 0.0% | 0.0% | 59 | +89 | 5.89% | Q1 2026 | May 14, 2026 |
| Sound Income Strategies, LLC | History | No change | 1,322 | 181 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Tidemark, LLC | History | Reduced | 1,189 | 163 | 0.04% | 0.06% | 61 | -292 | -19.72% | Q1 2026 | May 07, 2026 |
| Hamrick Investment Counsel, llc | History | New | 956 | 131 | 0.07% | — | 62 | +956 | New | Q1 2026 | May 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 785 | 107 | 0.0% | 0.0% | 63 | +4 | 0.51% | Q1 2026 | May 11, 2026 |
| AE Wealth Management LLC | History | Reduced | 559 | 76 | 0.0% | 0.0% | 64 | -4 | -0.71% | Q1 2026 | May 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 488 | 67 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Reduced | 477 | 65 | 0.0% | 0.0% | 66 | -198 | -29.33% | Q1 2026 | May 06, 2026 |
| Allworth Financial LP | History | Added to | 383 | 52 | 0.0% | 0.0% | 67 | +369 | 2635.71% | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | Reduced | 325 | 44 | 0.0% | 0.0% | 68 | -10 | -2.99% | Q1 2026 | May 15, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 225 | 30 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 190 | 26 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | New | 175 | 24 | 0.0% | — | 73 | +175 | New | Q1 2026 | Apr 27, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 175 | 24 | 0.02% | 0.03% | 72 | -94 | -34.94% | Q1 2026 | Apr 14, 2026 |
| MCF Advisors LLC | History | Added to | 176 | 24 | 0.0% | 0.0% | 71 | +1 | 0.57% | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | Reduced | 140 | 19 | 0.0% | 0.0% | 74 | -223 | -61.43% | Q1 2026 | May 14, 2026 |
| Main Street Group, LTD | History | New | 145 | 19 | 0.01% | — | 76 | +145 | New | Q1 2026 | May 06, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 144 | 19 | 0.0% | 0.0% | 75 | -1 | -0.69% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 125 | 18 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 125 | 17 | 0.0% | — | 78 | +125 | New | Q1 2026 | May 01, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 112 | 15 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 103 | 14 | 0.0% | 0.0% | 80 | +46 | 80.7% | Q1 2026 | May 13, 2026 |
| Asset Dedication, LLC | History | No change | 85 | 12 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Orion Capital Management LLC | History | No change | 93 | 12 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 82 | 11 | 0.0% | — | 83 | +82 | New | Q1 2026 | May 05, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 77 | 10 | 0.0% | 0.01% | 84 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NBC SECURITIES, INC. | History | New | 70 | 9 | 0.0% | — | 85 | +70 | New | Q1 2026 | Apr 14, 2026 |
| Waverly Advisors, LLC | History | New | 65 | 8 | 0.0% | — | 87 | +65 | New | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | New | 60 | 8 | 0.0% | — | 86 | +60 | New | Q1 2026 | May 13, 2026 |
| Johnson Financial Group, Inc. | History | New | 52 | 7 | 0.0% | — | 90 | +52 | New | Q1 2026 | May 07, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 54 | 7 | 0.0% | 0.0% | 88 | +1 | 1.89% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 58 | 7 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 47 | 6 | 0.0% | — | 93 | +47 | New | Q1 2026 | May 11, 2026 |
| Parallel Advisors, LLC | History | Added to | 49 | 6 | 0.0% | 0.0% | 92 | +1 | 2.08% | Q1 2026 | May 07, 2026 |
| CITY HOLDING CO | History | No change | 45 | 6 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 42 | 5 | 0.0% | 0.0% | 94 | -215 | -83.66% | Q1 2026 | May 08, 2026 |
| Independence Bank of Kentucky | History | No change | 25 | 3 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| NewEdge Advisors, LLC | History | Added to | 2,107 | 2 | 0.0% | 0.0% | 97 | +2 | 0.1% | Q1 2026 | May 15, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 20 | 2 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 15 | 2 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 18 | 2 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| CoreCap Advisors, LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| BlackRock, Inc. | History | No change | 11 | 1 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Presper Financial Architects, LLC | History | Closed out | 0 | 0 | — | 12.01% | — | -141,662 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Baker Avenue Asset Management, LP | History | Closed out | 0 | 0 | — | 0.1% | — | -29,799 | -100.0% | Q1 2026 | May 12, 2026 |
| Provident Co of the Employees of the Hebrew University LTD | History | Closed out | 0 | 0 | — | 4.3% | — | -27,651 | -100.0% | Q1 2026 | May 12, 2026 |
| VICUS CAPITAL | History | Closed out | 0 | 0 | — | 0.31% | — | -27,357 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Cavalier Investments, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -26,328 | -100.0% | Q1 2026 | May 15, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.42% | — | -20,158 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Community Bank, N.A. | History | Closed out | 0 | 0 | — | 0.35% | — | -19,845 | -100.0% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,453 | -100.0% | Q1 2026 | May 13, 2026 |
| Csenge Advisory Group | History | Closed out | 0 | 0 | — | 0.07% | — | -10,920 | -100.0% | Q1 2026 | Apr 30, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -2,000 | -100.0% | Q1 2026 | Apr 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,950 | -100.0% | Q1 2026 | May 11, 2026 |
| Equitable Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,445 | -100.0% | Q1 2026 | May 15, 2026 |
| MONTAG A & ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.01% | — | -740 | -100.0% | Q1 2026 | Apr 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -615 | -100.0% | Q1 2026 | May 13, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -107 | -100.0% | Q1 2026 | May 15, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |