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 143 institutions that hold shares in the stock, with a total of 38.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
44,171
shares
|
$2.19 Million
0.07% of portfolio
|
Q3 2019
Reduced 99.81%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
42,924
shares
|
$2.12 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 04, 2024 Q3 2024 |
41,500
shares
|
$2.05 Million
1.39% of portfolio
|
Q2 2024
Reduced 27.35%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
40,478
shares
|
$2 Million
0.0% of portfolio
|
Q2 2024
Added 29.01%
|
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
36,065
shares
|
$1.78 Million
0.02% of portfolio
|
Q2 2024
Reduced 24.05%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Oct 24, 2024 Q3 2024 |
35,376
shares
|
$1.75 Million
0.82% of portfolio
|
Q3 2024
Added 7.68%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Oct 28, 2024 Q3 2024 |
34,829
shares
|
$1.72 Million
0.37% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
33,254
shares
|
$1.65 Million
0.07% of portfolio
|
Q2 2024
Added 0.47%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
27,427
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2024
Added 3.84%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
25,653
shares
|
$1.27 Million
0.04% of portfolio
|
Q2 2024
Added 8.37%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 08, 2024 Q2 2024 |
24,113
shares
|
$1.19 Million
0.01% of portfolio
|
Q2 2024
Reduced 7.6%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
23,767
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2024
Added 91.45%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Aug 08, 2024 Q2 2024 |
22,334
shares
|
$1.1 Million
0.02% of portfolio
|
Q2 2024
Reduced 69.08%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
20,763
shares
|
$1.03 Million
0.83% of portfolio
|
Q1 2023
Added 9.98%
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
19,505
shares
|
$964,912
0.44% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
17,909
shares
|
$885,958
0.0% of portfolio
|
Q2 2024
Reduced 52.11%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
17,164
shares
|
$849,103
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 09, 2024 Q2 2024 |
15,740
shares
|
$778,657
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Essex LLC
|
Oct 18, 2024 Q3 2024 |
15,035
shares
|
$743,781
0.15% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
14,778
shares
|
$731,067
0.0% of portfolio
|
Q2 2024
Reduced 20.87%
|
|
|
Gyl Financial Synergies, LLC
|
Jul 23, 2024 Q2 2024 |
13,498
shares
|
$667,746
0.05% of portfolio
|
Q2 2024
Added 11.31%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Oct 16, 2024 Q3 2024 |
13,164
shares
|
$651,223
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
12,515
shares
|
$619,117
0.01% of portfolio
|
Q2 2024
Reduced 4.52%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
12,100
shares
|
$598,587
0.15% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
12,059
shares
|
$596,558
0.02% of portfolio
|
Q2 2024
Added 0.01%
|