Latest Institutional Transactions on Spdr S&P Capital Markets ETF (KCE)
This table provides information on the latest institutional transactions involving Spdr S&P Capital Markets ETF (KCE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
BUY
|
- |
1.68KNew |
$209K - $250K
|
1.68K
$244K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
70New |
$8.69K - $10.4K
|
70
$10.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
1.7KNew |
$211K - $253K
|
1.7K
$246K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
100New |
$12.4K - $14.9K
|
100
$14.5K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
18New |
$2.24K - $2.67K
|
18
$2.6K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
77New |
$8.47K - $9.7K
|
77
$11.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
4.37KNew |
$481K - $551K
|
4.37K
$632K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-2.63K- 23.25% |
$289K - $331K
|
8.68K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
77New |
$8.47K - $9.7K
|
77
$11.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2K- 5.75% |
$220K - $252K
|
32.8K
$4.74M
|
|
|
Nov 05, 2024
Q3 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-292- 6.25% |
$32.1K - $36.8K
|
4.38K
$634K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.98K- 72.49% |
$768K - $880K
|
2.65K
$383K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-298- 7.0% |
$32.8K - $37.6K
|
3.96K
$572K
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
124+ 3.28% |
$13.6K - $15.6K
|
3.91K
$565K
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-4.32K- 69.85% |
$476K - $545K
|
1.87K
$270K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
34K+ 246.63% |
$3.74M - $4.28M
|
47.8K
$6.91M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.98KNew |
$218K - $250K
|
1.98K
$286K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
400New |
$44K - $50.4K
|
400
$57.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
36+ 1.88% |
$3.96K - $4.54K
|
1.95K
$282K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.45K+ 33.7% |
$600K - $687K
|
21.6K
$3.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
20New |
$2.2K - $2.52K
|
20
$2.89K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-73- 64.6% |
$8.03K - $9.2K
|
40
$5.78K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
8.93KNew |
$982K - $1.12M
|
8.93K
$1.29M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-78- 2.06% |
$8.58K - $9.83K
|
3.72K
$537K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
101+ 5.04% |
$10.5K - $11.5K
|
2.1K
$304K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
286New |
$29.8K - $32.5K
|
286
$41.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-43- 3.07% |
$4.49K - $4.88K
|
1.36K
$196K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.97KNew |
$415K - $451K
|
3.97K
$574K
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
15+ 214.29% |
$1.48K - $1.66K
|
22
$3.18K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
98+ 2.5% |
$9.65K - $10.8K
|
4.02K
$582K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.08KNew |
$402K - $451K
|
4.08K
$591K
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.88KNew |
$185K - $208K
|
1.88K
$272K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-804- 9.7% |
$79.1K - $88.9K
|
7.48K
$1.08M
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
22New |
$2.17K - $2.43K
|
22
$3.18K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
5New |
$492 - $553
|
5
$723
|
|
|
Apr 26, 2024
Q1 2024
|
Cavalier Investments, LLC
|
SELL
|
- |
-32.1K- 54.94% |
$3.16M - $3.55M
|
26.3K
$3.81M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-191Closed |
$18.8K - $21.1K
|
0
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
BUY
|
- |
14.6KNew |
$1.44M - $1.61M
|
14.6K
$2.11M
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
95New |
$9.35K - $10.5K
|
95
$13.7K
|
|
| Q4 2023 | |||||||
|
Aug 15, 2025
Q4 2023
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
225New |
$18.1K - $23.1K
|
225
$32.5K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
54New |
$4.34K - $5.55K
|
54
$7.81K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-858- 24.35% |
$68.9K - $88.2K
|
2.67K
$386K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
236New |
$19K - $24.3K
|
236
$34.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.27KNew |
$503K - $645K
|
6.27K
$906K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
63New |
$5.06K - $6.48K
|
63
$9.11K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1+ 1.3% |
$80.3 - $103
|
78
$11.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
1.96KNew |
$158K - $202K
|
1.96K
$284K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
154New |
$12.4K - $15.8K
|
154
$22.3K
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
3New |
$241 - $308
|
3
$434
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
CALL |
100+ 25.0% |
$8.03K - $10.3K
|
500
$72.3K
|
|