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 138 institutions that hold shares in the stock, with a total of 39 Million shares, which have been reported (via 13F filing form) to have a value of $2.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
43,977
shares
|
$2.35 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.03%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
42,924
shares
|
$2.3 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 04, 2024 Q3 2024 |
41,500
shares
|
$2.22 Million
1.39% of portfolio
|
Q2 2024
Reduced 27.35%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
40,764
shares
|
$2.18 Million
0.0% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
37,622
shares
|
$2.01 Million
0.02% of portfolio
|
Q3 2024
Added 4.32%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Oct 24, 2024 Q3 2024 |
35,376
shares
|
$1.89 Million
0.82% of portfolio
|
Q3 2024
Added 7.68%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Oct 28, 2024 Q3 2024 |
34,829
shares
|
$1.86 Million
0.37% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
32,806
shares
|
$1.75 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
28,583
shares
|
$1.53 Million
0.0% of portfolio
|
Q3 2024
Reduced 52.89%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
27,427
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2024
Added 3.84%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
24,116
shares
|
$1.29 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.99%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
22,953
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
20,763
shares
|
$1.11 Million
0.83% of portfolio
|
Q1 2023
Added 9.98%
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
19,505
shares
|
$1.04 Million
0.44% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
18,444
shares
|
$986,569
0.01% of portfolio
|
Q3 2024
Reduced 23.51%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
17,804
shares
|
$952,335
0.01% of portfolio
|
Q3 2024
Reduced 20.28%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
17,164
shares
|
$918,102
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
15,483
shares
|
$828,185
0.0% of portfolio
|
Q3 2024
Added 197.52%
|
|
|
Essex LLC
|
Oct 18, 2024 Q3 2024 |
15,035
shares
|
$804,222
0.15% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
14,297
shares
|
$764,746
0.0% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
14,278
shares
|
$763,730
0.05% of portfolio
|
Q3 2024
Added 5.78%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Oct 16, 2024 Q3 2024 |
13,164
shares
|
$704,142
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
12,206
shares
|
$652,898
0.02% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
12,100
shares
|
$647,229
0.15% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
11,633
shares
|
$622,249
0.06% of portfolio
|
Q3 2024
Added 179.64%
|