Purchases and Sales Made in Q1 2023 in Spdr S&P Kensho New Economies (KOMP)
This table provides information about the institutional ownership of Spdr S&P Kensho New Economies (KOMP) during Q1 2023. The information is specifically focused on institutions that hold shares of SPDR S&P KENSHO NEW ECONOMIES .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
67New |
$2.63K - $3.1K
|
67
$3.52K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
66New |
$2.59K - $3.06K
|
66
$3.47K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
61+ 1.11% |
$2.39K - $2.83K
|
5.58K
$293K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
50New |
$1.96K - $2.32K
|
50
$2.63K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
14New |
$550 - $648
|
14
$735
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
2New |
$78.5 - $92.6
|
2
$105
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
1+ 0.26% |
$39.3 - $46.3
|
380
$20K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.68% |
$39.3 - $46.3
|
147
$7.72K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1- 4.55% |
$39.3 - $46.3
|
21
$1.1K
|
|
|
Apr 14, 2023
Q1 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-1- -0.0% |
$39.3 - $46.3
|
59.9K
$3.15M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-21- 3.7% |
$824 - $973
|
546
$28.7K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-22- 21.57% |
$864 - $1.02K
|
80
$4.2K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-34- 7.22% |
$1.33K - $1.57K
|
437
$22.9K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-62- 72.09% |
$2.43K - $2.87K
|
24
$1.26K
|
|
|
Apr 17, 2023
Q1 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-227- 1.94% |
$8.91K - $10.5K
|
11.5K
$602K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-236- 14.43% |
$9.26K - $10.9K
|
1.4K
$73.5K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-267- 5.12% |
$10.5K - $12.4K
|
4.94K
$260K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-505- 1.08% |
$19.8K - $23.4K
|
46.3K
$2.43M
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-900- 15.93% |
$35.3K - $41.7K
|
4.75K
$249K
|
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-1.07K- 12.89% |
$42K - $49.5K
|
7.23K
$379K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.41K- 43.12% |
$55.5K - $65.5K
|
1.86K
$97.9K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.61K- 1.23% |
$63K - $74.4K
|
129K
$6.8M
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.68K- 51.19% |
$65.9K - $77.8K
|
1.6K
$84.1K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.74K- 2.92% |
$68.4K - $80.7K
|
58K
$3.04M
|
|
|
May 15, 2023
Q1 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2K- 14.94% |
$78.5K - $92.7K
|
11.4K
$598K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.95K- 65.66% |
$116K - $136K
|
1.54K
$80.9K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-3.05K- 29.4% |
$120K - $141K
|
7.34K
$385K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.39K- 23.88% |
$211K - $249K
|
17.2K
$901K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.78K- 10.15% |
$266K - $314K
|
60.1K
$3.15M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.9K- 23.42% |
$271K - $319K
|
22.5K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.11K- 48.68% |
$318K - $376K
|
8.55K
$449K
|
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-8.54K- 42.36% |
$335K - $395K
|
11.6K
$610K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-10.7K- 14.34% |
$421K - $497K
|
64.1K
$3.36M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-11.2K- 5.24% |
$440K - $519K
|
203K
$10.6M
|
|
|
Nov 06, 2024
Q1 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-11.7KClosed |
$460K - $543K
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-12.3K- 99.64% |
$484K - $571K
|
45
$2.36K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-12.4K- 36.8% |
$487K - $575K
|
21.3K
$1.12M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-16.2K- 22.74% |
$635K - $749K
|
55K
$2.89M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-17.1K- 64.29% |
$670K - $791K
|
9.48K
$498K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-17.7K- 9.04% |
$694K - $818K
|
178K
$9.34M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-19.6K- 17.11% |
$770K - $909K
|
95.1K
$4.99M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-21.7K- 99.8% |
$850K - $1M
|
43
$2.26K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-24K- 87.03% |
$944K - $1.11M
|
3.58K
$188K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-43.3K- 69.71% |
$1.7M - $2M
|
18.8K
$987K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-54.2K- 47.36% |
$2.13M - $2.51M
|
60.3K
$3.16M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-104K- 32.29% |
$4.07M - $4.8M
|
217K
$11.4M
|