Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4+ 0.21% |
$160 - $178
|
1.87K
$87.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3+ 0.49% |
$120 - $134
|
615
$28.8K
|
|
|
Aug 13, 2024
Q2 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2+ 0.02% |
$80.1 - $89.2
|
8.1K
$380K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-10- 2.77% |
$400 - $446
|
351
$16.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-11- 0.22% |
$440 - $491
|
4.93K
$231K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-11- 0.22% |
$440 - $491
|
4.93K
$231K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-150- 9.36% |
$6K - $6.69K
|
1.45K
$68.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-215- 1.87% |
$8.61K - $9.59K
|
11.3K
$528K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-245- 67.87% |
$9.81K - $10.9K
|
116
$5.44K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-379- 6.1% |
$15.2K - $16.9K
|
5.84K
$274K
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-437- 9.2% |
$17.5K - $19.5K
|
4.31K
$202K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-491- 82.94% |
$19.7K - $21.9K
|
101
$4.73K
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-493- 9.72% |
$19.7K - $22K
|
4.58K
$215K
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-577- 3.03% |
$23.1K - $25.7K
|
18.4K
$865K
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-996- 64.63% |
$39.9K - $44.4K
|
545
$25.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.21K- 12.72% |
$48.3K - $53.8K
|
8.28K
$388K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.27K- 98.22% |
$50.8K - $56.6K
|
23
$1.08K
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
SELL
|
- |
-1.42K- 1.93% |
$56.6K - $63.1K
|
71.8K
$3.37M
|
|
|
Jul 13, 2023
Q2 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-1.63K- 1.93% |
$65.3K - $72.7K
|
83K
$3.89M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-2.15K- 12.86% |
$86.2K - $96K
|
14.6K
$684K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.13K- 4.27% |
$165K - $184K
|
92.6K
$4.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.48K- 2.21% |
$179K - $200K
|
198K
$9.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.8K- 25.54% |
$192K - $214K
|
14K
$657K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.83K- 8.04% |
$193K - $215K
|
55.2K
$2.59M
|
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
SELL
|
- |
-5.02K- 15.88% |
$201K - $224K
|
26.6K
$1.25M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.9K- 16.41% |
$436K - $486K
|
55.5K
$2.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-14.1K- 48.44% |
$563K - $627K
|
15K
$701K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-18.1K- 28.18% |
$723K - $805K
|
46K
$2.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-18.7K- 72.87% |
$749K - $835K
|
6.97K
$327K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-19.7K- 9.95% |
$790K - $880K
|
179K
$8.38M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-28.3K- 51.47% |
$1.13M - $1.26M
|
26.7K
$1.25M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-31.2K- 53.76% |
$1.25M - $1.39M
|
26.8K
$1.26M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-46.7K- 32.02% |
$1.87M - $2.08M
|
99.1K
$4.65M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-204K- 93.69% |
$8.15M - $9.08M
|
13.7K
$643K
|