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 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
SELL
|
- |
-227- 2.6% |
$10.6K - $12.3K
|
8.51K
$428K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-300- 66.67% |
$13.9K - $16.3K
|
150
$7.54K
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-449- 6.96% |
$20.9K - $24.4K
|
6.01K
$302K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-471- 37.5% |
$21.9K - $25.6K
|
785
$39.5K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-485- 1.35% |
$22.5K - $26.4K
|
35.4K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-490- 0.49% |
$22.8K - $26.6K
|
100K
$5.03M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-516- 4.49% |
$24K - $28K
|
11K
$552K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-529- 14.49% |
$24.6K - $28.8K
|
3.12K
$157K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-534- 1.51% |
$24.8K - $29K
|
34.9K
$1.75M
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-544- 4.14% |
$25.3K - $29.6K
|
12.6K
$633K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-689- 74.01% |
$32K - $37.5K
|
242
$12.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-695- 5.84% |
$32.3K - $37.8K
|
11.2K
$563K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-723- 6.84% |
$33.6K - $39.3K
|
9.85K
$495K
|
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-742- 11.98% |
$34.5K - $40.3K
|
5.45K
$274K
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-742- 3.68% |
$34.5K - $40.3K
|
19.4K
$977K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-765- 13.08% |
$35.6K - $41.6K
|
5.08K
$255K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-849- 2.36% |
$39.5K - $46.2K
|
35.2K
$1.77M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-917- 4.23% |
$42.6K - $49.8K
|
20.7K
$1.04M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-992- 1.6% |
$46.1K - $53.9K
|
60.8K
$3.06M
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.06K- 11.12% |
$49.3K - $57.6K
|
8.47K
$426K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.14K- 74.79% |
$53.1K - $62.1K
|
385
$19.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.21K- 17.73% |
$56.3K - $65.9K
|
5.62K
$283K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.33K- 6.95% |
$61.8K - $72.3K
|
17.8K
$894K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.73K- 4.71% |
$80.4K - $94K
|
35K
$1.76M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.77K- 2.26% |
$82.4K - $96.4K
|
76.7K
$3.86M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2K- 4.82% |
$93K - $109K
|
39.5K
$1.99M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.06K- 19.68% |
$95.9K - $112K
|
8.42K
$423K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-2.21K- 91.89% |
$103K - $120K
|
195
$9.8K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.24K- 33.58% |
$104K - $122K
|
4.44K
$223K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.5K- 3.47% |
$116K - $136K
|
69.7K
$3.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-3K- 27.83% |
$139K - $163K
|
7.77K
$391K
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
SELL
|
- |
-3.02K- 7.14% |
$140K - $164K
|
39.2K
$1.97M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-3.57K- 3.53% |
$166K - $194K
|
97.5K
$4.9M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-3.74K- 43.53% |
$174K - $203K
|
4.85K
$244K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-4.33K- 10.74% |
$201K - $235K
|
36K
$1.81M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-6.04K- 14.97% |
$281K - $328K
|
34.3K
$1.72M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-6.06K- 34.43% |
$282K - $329K
|
11.5K
$580K
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
SELL
|
- |
-8.7K- 16.02% |
$405K - $473K
|
45.6K
$2.29M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.2K- 24.43% |
$472K - $552K
|
31.4K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-12.2K- 6.85% |
$568K - $664K
|
166K
$8.35M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-16.1K- 14.6% |
$749K - $876K
|
94.2K
$4.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-52.2K- 51.14% |
$2.43M - $2.84M
|
49.9K
$2.51M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-53.1K- 2.9% |
$2.47M - $2.88M
|
1.77M
$89.1M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-208K- 0.62% |
$9.67M - $11.3M
|
33.3M
$1.67B
|