Institutional Ownership Spdr S&P Kensho New Economies (KOMP)
This table provides information about the institutional ownership of Spdr S&P Kensho New Economies (KOMP). We have compiled data on the 136 institutions that hold shares in the stock, with a total of 39.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
34,307,606
shares
|
$2.05 Billion
3.74% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,517,997
shares
|
$90.7 Million
0.18% of portfolio
|
Q2 2025
Reduced 14.4%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jul 08, 2025 Q2 2025 |
551,043
shares
|
$32.9 Million
8.9% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
353,742
shares
|
$21.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 58.01%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
169,266
shares
|
$10.1 Million
0.01% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
141,721
shares
|
$8.47 Million
0.0% of portfolio
|
Q2 2025
Added 41.61%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
127,668
shares
|
$7.63 Million
0.0% of portfolio
|
Q2 2025
Reduced 33.76%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
117,008
shares
|
$6.99 Million
2.37% of portfolio
|
Q2 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
103,639
shares
|
$6.19 Million
0.01% of portfolio
|
Q2 2025
Added 5.85%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
101,300
shares
|
$6.05 Million
2.48% of portfolio
|
Q2 2025
Added 8.15%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
92,470
shares
|
$5.52 Million
0.04% of portfolio
|
Q2 2025
Added 8.53%
|
|
|
Financial Guidance Group, Inc.
|
Jul 29, 2025 Q2 2025 |
92,333
shares
|
$5.52 Million
2.85% of portfolio
|
Q2 2025
Added 8.55%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
91,819
shares
|
$5.49 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.86%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
76,697
shares
|
$4.58 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
75,683
shares
|
$4.52 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
72,685
shares
|
$4.34 Million
0.13% of portfolio
|
Q2 2025
Added 4.33%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
62,700
shares
|
$3.75 Million
0.0% of portfolio
|
Q2 2025
Reduced 43.57%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
60,964
shares
|
$3.64 Million
0.01% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
57,943
shares
|
$3.46 Million
0.64% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jul 15, 2025 Q2 2025 |
56,515
shares
|
$3.38 Million
0.8% of portfolio
|
Q2 2025
Added 17.28%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
50,838
shares
|
$3.04 Million
0.18% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Penobscot Wealth Management
|
Aug 01, 2025 Q2 2025 |
49,701
shares
|
$2.97 Million
1.13% of portfolio
|
Q2 2025
Added 8.95%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
44,561
shares
|
$2.66 Million
0.06% of portfolio
|
Q2 2025
Added 12.68%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
44,171
shares
|
$2.64 Million
0.07% of portfolio
|
Q3 2019
Reduced 99.81%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jul 28, 2025 Q2 2025 |
41,996
shares
|
$2.51 Million
0.87% of portfolio
|
Q2 2025
Reduced 0.58%
|