Purchases and Sales Made in Q1 2024 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 2024. 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 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
421K+ 1.28% |
$18.1M - $20.2M
|
33.3M
$1.65B
|
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
409K+ 3300.44% |
$17.6M - $19.7M
|
421K
$20.8M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
223KNew |
$9.58M - $10.7M
|
223K
$11M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
184K+ 14.5% |
$7.92M - $8.86M
|
1.45M
$71.9M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
136KNew |
$5.85M - $6.55M
|
136K
$6.73M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
74KNew |
$3.18M - $3.56M
|
74K
$3.66M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
64K+ 774.24% |
$2.75M - $3.08M
|
72.2K
$3.57M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
61.6KNew |
$2.65M - $2.96M
|
61.6K
$3.05M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
56.3K+ 20113.21% |
$2.42M - $2.71M
|
56.6K
$2.8M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
31.3K+ 705.38% |
$1.35M - $1.51M
|
35.8K
$1.77M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
17.5KNew |
$752K - $841K
|
17.5K
$865K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
12.6KNew |
$543K - $607K
|
12.6K
$624K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.4KNew |
$534K - $597K
|
12.4K
$614K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.2K+ 48.31% |
$439K - $491K
|
31.4K
$1.55M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.96KNew |
$385K - $431K
|
8.96K
$443K
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
7.67KNew |
$330K - $369K
|
7.67K
$379K
|
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
6.39K+ 1.12% |
$275K - $307K
|
577K
$28.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
5.01K+ 5.99% |
$215K - $241K
|
88.6K
$4.38M
|
|
|
May 08, 2024
Q1 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
4.55KNew |
$196K - $219K
|
4.55K
$225K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.85K+ 2.12% |
$166K - $185K
|
186K
$9.18M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.07K+ 8.06% |
$132K - $148K
|
41.2K
$2.04M
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
2.76K+ 1497.83% |
$119K - $133K
|
2.94K
$145K
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
2.35K+ 3.05% |
$101K - $113K
|
79.4K
$3.93M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.95KNew |
$83.9K - $93.8K
|
1.95K
$96.5K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.72K+ 1.8% |
$73.9K - $82.6K
|
97.3K
$4.81M
|
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
1.71K+ 6.12% |
$73.4K - $82K
|
29.6K
$1.46M
|
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.68K+ 4.94% |
$72.1K - $80.6K
|
35.6K
$1.76M
|
|
|
May 06, 2024
Q1 2024
|
Penobscot Wealth Management
|
BUY
|
- |
1.63K+ 3.85% |
$70.2K - $78.5K
|
44K
$2.18M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.58K+ 7.17% |
$68.1K - $76.2K
|
23.7K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1.49K+ 14.05% |
$64.2K - $71.8K
|
12.1K
$600K
|
|
|
May 07, 2024
Q1 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
1.46K+ 20.14% |
$62.8K - $70.2K
|
8.71K
$431K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.39KNew |
$59.6K - $66.7K
|
1.39K
$68.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.17KNew |
$50.2K - $56.1K
|
1.17K
$57.7K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.04K+ 12.34% |
$44.6K - $49.9K
|
9.45K
$468K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
961+ 98.06% |
$41.3K - $46.2K
|
1.94K
$96K
|
|
|
May 01, 2024
Q1 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
776+ 1.39% |
$33.4K - $37.3K
|
56.6K
$2.8M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
765+ 4.27% |
$32.9K - $36.8K
|
18.7K
$924K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
375+ 4.61% |
$16.1K - $18K
|
8.5K
$421K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
343+ 1.78% |
$14.7K - $16.5K
|
19.6K
$970K
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
BUY
|
- |
321+ 0.42% |
$13.8K - $15.4K
|
76.3K
$3.77M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
318+ 5.01% |
$13.7K - $15.3K
|
6.67K
$330K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
270+ 0.57% |
$11.6K - $13K
|
47.5K
$2.35M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
245New |
$10.5K - $11.8K
|
245
$12.1K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
221+ 21.01% |
$9.5K - $10.6K
|
1.27K
$63K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
217+ 39.74% |
$9.33K - $10.4K
|
763
$37.7K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
171+ 1425.0% |
$7.35K - $8.22K
|
183
$9.05K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
132New |
$5.68K - $6.35K
|
132
$6.53K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
129+ 992.31% |
$5.55K - $6.2K
|
142
$7.02K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
36New |
$1.55K - $1.73K
|
36
$1.78K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
26New |
$1.12K - $1.25K
|
26
$1.29K
|