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
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
26New |
$1.12K - $1.25K
|
26
$1.39K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
26New |
$1.12K - $1.25K
|
26
$1.39K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
12+ 0.37% |
$516 - $577
|
3.25K
$173K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3+ 0.14% |
$129 - $144
|
2.11K
$113K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2+ 0.11% |
$86 - $96.2
|
1.88K
$100K
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
2+ 0.0% |
$86 - $96.2
|
60.1K
$3.2M
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-19- 25.33% |
$817 - $914
|
56
$2.99K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-42- 8.24% |
$1.81K - $2.02K
|
468
$25K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-70- 0.48% |
$3.01K - $3.37K
|
14.5K
$773K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-120- 0.4% |
$5.16K - $5.77K
|
30.2K
$1.61M
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-202- 2.74% |
$8.69K - $9.71K
|
7.18K
$383K
|
|
|
Apr 18, 2024
Q1 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-218- 1.68% |
$9.37K - $10.5K
|
12.8K
$681K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-256- 91.1% |
$11K - $12.3K
|
25
$1.33K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-290- 2.35% |
$12.5K - $13.9K
|
12.1K
$643K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-328- 1.24% |
$14.1K - $15.8K
|
26.1K
$1.39M
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-387- 2.32% |
$16.6K - $18.6K
|
16.3K
$869K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-472- 9.86% |
$20.3K - $22.7K
|
4.32K
$230K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-495- 0.81% |
$21.3K - $23.8K
|
60.3K
$3.21M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-541- 31.11% |
$23.3K - $26K
|
1.2K
$63.9K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-545- 1.62% |
$23.4K - $26.2K
|
33.1K
$1.76M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-556- 9.97% |
$23.9K - $26.7K
|
5.02K
$268K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.13K- 19.73% |
$48.5K - $54.3K
|
4.59K
$245K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.84K- 34.09% |
$78.9K - $88.3K
|
3.55K
$189K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.92K- 13.93% |
$82.6K - $92.4K
|
11.9K
$633K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.98K- 93.47% |
$85K - $95K
|
138
$7.36K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.19K- 1.04% |
$94.3K - $105K
|
208K
$11.1M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.19K- 1.04% |
$94.3K - $105K
|
208K
$11.1M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.38K- 2.99% |
$102K - $114K
|
77.2K
$4.12M
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
SELL
|
- |
-3.55K- 18.68% |
$153K - $171K
|
15.5K
$824K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.64K- 21.74% |
$157K - $175K
|
13.1K
$699K
|
|
|
May 07, 2024
Q1 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-4.43K- 7.19% |
$190K - $213K
|
57.1K
$3.05M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.45K- 96.91% |
$191K - $214K
|
142
$7.57K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.76K- 49.63% |
$334K - $373K
|
7.88K
$420K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.19K- 3.79% |
$352K - $394K
|
208K
$11.1M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-8.32K- 34.09% |
$358K - $400K
|
16.1K
$858K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-9.01K- 15.95% |
$388K - $433K
|
47.5K
$2.53M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.19K- 7.7% |
$395K - $442K
|
110K
$5.88M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.25K- 19.83% |
$398K - $445K
|
37.4K
$1.99M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10K- 11.16% |
$430K - $481K
|
79.6K
$4.25M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-11.9K- 5.18% |
$512K - $572K
|
218K
$11.6M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-14.4K- 8.57% |
$620K - $694K
|
154K
$8.21M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-15.5K- 66.75% |
$664K - $743K
|
7.7K
$410K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-28K- 85.07% |
$1.2M - $1.35M
|
4.91K
$262K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-45.6K- 41.9% |
$1.96M - $2.19M
|
63.2K
$3.37M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-148K- 62.58% |
$6.38M - $7.14M
|
88.8K
$4.73M
|