Purchases and Sales Made in Q1 2025 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 2025. 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 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
309K+ 57.97% |
$14.4M - $16.8M
|
842K
$42.3M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
114K+ 745.39% |
$5.31M - $6.2M
|
129K
$6.5M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
49.1K+ 79.24% |
$2.28M - $2.67M
|
111K
$5.58M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
27.2KNew |
$1.26M - $1.48M
|
27.2K
$1.37M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
21K+ 4.08% |
$978K - $1.14M
|
537K
$27M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
17.6KNew |
$819K - $958K
|
17.6K
$886K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
17.2KNew |
$802K - $937K
|
17.2K
$867K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.8K+ 203.56% |
$594K - $694K
|
19K
$957K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.9K+ 62652.63% |
$553K - $647K
|
11.9K
$599K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.8KNew |
$503K - $588K
|
10.8K
$544K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.6KNew |
$495K - $578K
|
10.6K
$535K
|
|
|
May 14, 2025
Q1 2025
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
9.13K+ 97.44% |
$424K - $496K
|
18.5K
$930K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.84K+ 213.68% |
$411K - $480K
|
13K
$652K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.4K+ 39.65% |
$298K - $348K
|
22.5K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.06K+ 38.05% |
$282K - $329K
|
22K
$1.1M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.79KNew |
$223K - $260K
|
4.79K
$241K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.11K+ 43.59% |
$191K - $224K
|
13.6K
$681K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.96K+ 4.87% |
$184K - $215K
|
85.2K
$4.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
3.96K+ 4.88% |
$184K - $215K
|
85.1K
$4.28M
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
3.06K+ 7.82% |
$142K - $167K
|
42.2K
$2.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
2.71K+ 14.18% |
$126K - $147K
|
21.8K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.4KNew |
$111K - $130K
|
2.4K
$120K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.31K+ 2.41% |
$107K - $125K
|
97.9K
$4.92M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.95K+ 5.25% |
$90.8K - $106K
|
39.2K
$1.97M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.75K+ 54.21% |
$81.1K - $94.9K
|
4.96K
$249K
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
1.54K+ 3.31% |
$71.7K - $83.9K
|
48.2K
$2.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
1.44K+ 9.92% |
$67.1K - $78.4K
|
16K
$804K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.07K+ 0.56% |
$49.5K - $57.9K
|
193K
$9.69M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
916+ 65.9% |
$42.6K - $49.8K
|
2.31K
$116K
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
798+ 0.86% |
$37.1K - $43.4K
|
93.7K
$4.71M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
667+ 1.59% |
$31K - $36.3K
|
42.6K
$2.14M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
550+ 54.95% |
$25.6K - $29.9K
|
1.55K
$78K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
390New |
$18.1K - $21.2K
|
390
$19.6K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
385+ 9.36% |
$17.9K - $20.9K
|
4.5K
$226K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
336+ 1344.0% |
$15.6K - $18.3K
|
361
$18.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
300New |
$13.9K - $16.3K
|
300
$15.1K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
300New |
$13.9K - $16.3K
|
300
$15.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
98+ 1.62% |
$4.56K - $5.33K
|
6.14K
$309K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
63New |
$2.93K - $3.42K
|
63
$3.17K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
58+ 4.24% |
$2.7K - $3.15K
|
1.43K
$71.7K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
49+ 4900.0% |
$2.28K - $2.66K
|
50
$2.51K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
27New |
$1.26K - $1.47K
|
27
$1.36K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
25New |
$1.16K - $1.36K
|
25
$1.26K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
15+ 18.52% |
$697 - $815
|
96
$4.82K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
13+ 0.96% |
$604 - $707
|
1.37K
$68.9K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-37- 2.85% |
$1.72K - $2.01K
|
1.26K
$63.3K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-109- 7.14% |
$5.07K - $5.93K
|
1.42K
$71.2K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-195- 40.79% |
$9.07K - $10.6K
|
283
$14.2K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-215- 58.42% |
$10K - $11.7K
|
153
$7.69K
|