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 | No change | 699,851 | 103,042 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 246,277 | 36,260 | 0.24% | 0.24% | 2 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 154,704 | 22,778 | 0.04% | 0.04% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 142,242 | 20,943 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | History | No change | 138,163 | 20,342 | 0.84% | 0.84% | 5 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LPL Financial LLC | History | No change | 119,008 | 17,522 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 63,354 | 9,328 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Royal Fund Management, LLC | History | No change | 54,508 | 8,025 | 0.67% | 0.67% | 8 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Fisher Asset Management, LLC | History | No change | 50,777 | 7,476 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | History | No change | 47,687 | 7,021 | 0.87% | 0.87% | 10 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TigerOak Management, L.L.C. | History | No change | 28,881 | 4,252 | 1.19% | 1.19% | 11 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | No change | 28,494 | 4,195 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Accel Wealth Management | History | No change | 27,798 | 4,092 | 0.92% | 0.92% | 13 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 26,917 | 3,963 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 26,897 | 3,960 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 26,731 | 3,935 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 23,046 | 3,393 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 22,347 | 3,290 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CITADEL ADVISORS LLC | History | No change | 14,054 | 2,069 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 13,911 | 2,048 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 13,613 | 2,004 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WESPAC Advisors SoCal, LLC | History | No change | 12,919 | 1,902 | 0.34% | 0.34% | 22 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| IMC-Chicago, LLC | History | No change | 12,454 | 1,833 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Merit Financial Group, LLC | History | No change | 11,489 | 1,691 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cetera Investment Advisers | History | No change | 11,338 | 1,669 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | No change | 10,594 | 1,559 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | No change | 9,674 | 1,424 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 9,646 | 1,420 | 0.07% | 0.07% | 28 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GTS SECURITIES LLC | History | No change | 9,362 | 1,378 | 0.03% | 0.03% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 7,618 | 1,122 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Global Financial Private Client, LLC | History | No change | 7,500 | 1,104 | 0.3% | 0.3% | 31 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 7,440 | 1,095 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMICA MUTUAL INSURANCE CO | History | No change | 6,701 | 987 | 0.08% | 0.08% | 33 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arkadios Wealth Advisors | History | No change | 5,656 | 832 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STEPHENS INC /AR/ | History | No change | 5,458 | 803 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 5,113 | 753 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 5,017 | 738 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Janney Montgomery Scott LLC | History | No change | 4,619 | 680 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| XTX Topco Ltd | History | No change | 4,372 | 643 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Worthington Financial Partners, LLC | History | No change | 3,910 | 575 | 0.48% | 0.48% | 40 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sanctuary Advisors, LLC | History | No change | 3,506 | 516 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthfront Advisers LLC | History | No change | 3,372 | 496 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 3,311 | 487 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 3,247 | 478 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Anchor Bay Capital, Inc. | History | No change | 2,670 | 436 | 0.24% | 0.24% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HF Advisory Group, LLC | History | No change | 2,721 | 400 | 0.12% | 0.12% | 46 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,526 | 371 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 2,500 | 368 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JANE STREET GROUP, LLC | History | No change | 2,164 | 318 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 2,112 | 310 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Csenge Advisory Group | History | No change | 1,878 | 276 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kestra Advisory Services, LLC | History | No change | 1,858 | 273 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,799 | 264 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 1,748 | 257 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| FMR LLC | History | No change | 1,693 | 249 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 1,678 | 247 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Headland Capital, LLC | History | No change | 1,664 | 245 | 0.06% | 0.06% | 57 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Focus Partners Wealth | History | No change | 1,604 | 236 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,453 | 213 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tidemark, LLC | History | No change | 1,242 | 182 | 0.04% | 0.04% | 60 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EP Wealth Advisors, LLC | History | No change | 1,213 | 178 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,010 | 148 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 1,003 | 147 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 598 | 88 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 499 | 73 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 488 | 71 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 469 | 69 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 432 | 63 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Allworth Financial LP | History | No change | 383 | 56 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 225 | 33 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 190 | 27 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MCF Advisors LLC | History | No change | 176 | 25 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 166 | 24 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IFG Advisory, LLC | History | No change | 144 | 21 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Main Street Group, LTD | History | No change | 145 | 21 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| US BANCORP \DE\ | History | No change | 140 | 20 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 112 | 16 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nova Wealth Management, Inc. | History | No change | 110 | 16 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Orion Capital Management LLC | History | No change | 93 | 13 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Asset Dedication, LLC | History | No change | 85 | 12 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 70 | 10 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Waverly Advisors, LLC | History | No change | 65 | 9 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 58 | 8 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Parallel Advisors, LLC | History | No change | 49 | 7 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 44 | 6 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITY HOLDING CO | History | No change | 45 | 6 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 42 | 6 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 44 | 6 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 47 | 6 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 29 | 4 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Independence Bank of Kentucky | History | No change | 25 | 3 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 25 | 3 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 20 | 2 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | No change | 17 | 2 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ARK Investment Management LLC | History | No change | 19 | 2 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 18 | 2 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 10 | 1 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 4 | 1 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |