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 139 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 $2.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Entrewealth, LLC
Austin, TX |
Aug 05, 2025 Q2 2025 |
4,452
shares
|
$287,554
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
4,358
shares
|
$281,483
0.0% of portfolio
|
Q4 2024
Added 5.62%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
4,155
shares
|
$268,371
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
4,119
shares
|
$266,046
0.0% of portfolio
|
Q2 2025
Reduced 7.17%
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
3,776
shares
|
$243,891
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
3,745
shares
|
$241,889
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
3,124
shares
|
$201,779
0.01% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
1,636
shares
|
$105,669
0.0% of portfolio
|
Q1 2023
Reduced 14.43%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
1,544
shares
|
$99,726
0.0% of portfolio
|
Q2 2025
Reduced 33.04%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
1,543
shares
|
$99,662
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,543
shares
|
$99,662
0.0% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,525
shares
|
$98,499
0.0% of portfolio
|
Q2 2025
Added 6.87%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
1,418
shares
|
$91,588
0.0% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
1,382
shares
|
$89,263
0.01% of portfolio
|
Q3 2023
Reduced 4.82%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,179
shares
|
$76,151
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
1,056
shares
|
$68,207
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
986
shares
|
$63,685
0.0% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
796
shares
|
$51,413
0.02% of portfolio
|
Q4 2024
Reduced 65.33%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
785
shares
|
$50,703
0.0% of portfolio
|
Q1 2025
Reduced 37.5%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
640
shares
|
$41,337
0.0% of portfolio
|
Q2 2025
Added 126.15%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
571
shares
|
$36,880
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
540
shares
|
$34,878
0.0% of portfolio
|
Q2 2025
Added 40.26%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
500
shares
|
$32,295
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
491
shares
|
$31,713
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
468
shares
|
$30,228
0.01% of portfolio
|
Q1 2024
Reduced 8.24%
|