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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.98K- 72.49% |
$768K - $880K
|
2.65K
$349K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-103K- 11.72% |
$11.4M - $13M
|
779K
$103M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.66K+ 18.15% |
$402K - $461K
|
23.8K
$3.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-298- 7.0% |
$32.8K - $37.6K
|
3.96K
$522K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
279+ 2.37% |
$30.7K - $35.2K
|
12.1K
$1.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
124+ 3.28% |
$13.6K - $15.6K
|
3.91K
$515K
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-127- 4.04% |
$14K - $16K
|
3.01K
$397K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.26KNew |
$358K - $410K
|
3.26K
$429K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.64K- 18.39% |
$290K - $332K
|
11.7K
$1.54M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-4.32K- 69.85% |
$476K - $545K
|
1.87K
$246K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8.1KNew |
$892K - $1.02M
|
8.1K
$1.07M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7+ 2.95% |
$770 - $882
|
244
$32.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.65K- 62.27% |
$292K - $334K
|
1.61K
$212K
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
187+ 4.35% |
$20.6K - $23.6K
|
4.49K
$591K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
271+ 6.65% |
$29.8K - $34.1K
|
4.35K
$573K
|
|
|
Oct 24, 2024
Q3 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
43+ 0.43% |
$4.73K - $5.42K
|
9.97K
$1.31M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.59% |
$110 - $126
|
171
$22.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
34K+ 246.63% |
$3.74M - $4.28M
|
47.8K
$6.29M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.98KNew |
$218K - $250K
|
1.98K
$261K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
400New |
$44K - $50.4K
|
400
$52.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
2.22KNew |
$244K - $280K
|
2.22K
$292K
|
|
|
Oct 23, 2024
Q3 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
17.7KNew |
$1.95M - $2.23M
|
17.7K
$2.33M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.93K- 23.67% |
$212K - $243K
|
6.21K
$818K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.63K- 6.14% |
$180K - $206K
|
25K
$3.29M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.45K+ 33.7% |
$600K - $687K
|
21.6K
$2.85M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.18K- 20.86% |
$130K - $149K
|
4.48K
$590K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
36+ 1.88% |
$3.96K - $4.54K
|
1.95K
$257K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-7- 0.74% |
$770 - $882
|
937
$123K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
44New |
$4.84K - $5.54K
|
44
$5.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.06KNew |
$226K - $259K
|
2.06K
$271K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-73- 64.6% |
$8.03K - $9.2K
|
40
$5.27K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
20New |
$2.2K - $2.52K
|
20
$2.63K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
125+ 1.19% |
$13.8K - $15.8K
|
10.7K
$1.41M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
8.93KNew |
$982K - $1.12M
|
8.93K
$1.18M
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
72.3K+ 359.05% |
$7.96M - $9.11M
|
92.4K
$12.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-32- 0.41% |
$3.52K - $4.03K
|
7.68K
$1.01M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-78- 2.06% |
$8.58K - $9.83K
|
3.72K
$490K
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12.3K- 7.17% |
$1.28M - $1.39M
|
159K
$20.9M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.01K+ 8.71% |
$106K - $115K
|
12.7K
$1.67M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-11- 0.58% |
$1.15K - $1.25K
|
1.87K
$247K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.82K+ 105.25% |
$607K - $661K
|
11.3K
$1.49M
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
101+ 5.04% |
$10.5K - $11.5K
|
2.1K
$277K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
972New |
$101K - $110K
|
972
$128K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
45New |
$4.7K - $5.11K
|
45
$5.93K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.2K+ 2.53% |
$1.27M - $1.38M
|
494K
$65.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
216+ 3.62% |
$22.5K - $24.5K
|
6.19K
$815K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-111K- 48.99% |
$11.6M - $12.6M
|
116K
$15.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
3.96K+ 103.07% |
$413K - $450K
|
7.81K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.4KNew |
$1.92M - $2.09M
|
18.4K
$2.43M
|
|