Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6+ 4.23% |
$263 - $288
|
148
$7.92K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
5+ 0.24% |
$219 - $240
|
2.12K
$113K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4+ 0.21% |
$175 - $192
|
1.88K
$101K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 3.85% |
$43.8 - $48
|
27
$1.44K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$43.8 - $48
|
12.1K
$645K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-28- 50.0% |
$1.23K - $1.34K
|
28
$1.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-50- 4.17% |
$2.19K - $2.4K
|
1.15K
$61.4K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-90- 7.07% |
$3.94K - $4.32K
|
1.18K
$63.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-136- 40.48% |
$5.95K - $6.53K
|
200
$10.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-158- 0.81% |
$6.91K - $7.59K
|
19.4K
$1.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-173- 2.41% |
$7.57K - $8.31K
|
7.01K
$375K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-186- 50.82% |
$8.14K - $8.93K
|
180
$9.63K
|
|
|
Aug 12, 2024
Q2 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-220- 1.88% |
$9.63K - $10.6K
|
11.5K
$615K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-291- 4.37% |
$12.7K - $14K
|
6.38K
$341K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-342- 6.97% |
$15K - $16.4K
|
4.57K
$244K
|
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-357- 0.4% |
$15.6K - $17.1K
|
88.2K
$4.72M
|
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
SELL
|
- |
-394- 2.55% |
$17.2K - $18.9K
|
15.1K
$806K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-500- 17.88% |
$21.9K - $24K
|
2.3K
$123K
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-500- 37.04% |
$21.9K - $24K
|
850
$45.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-515- 44.13% |
$22.5K - $24.7K
|
652
$34.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-592- 4.52% |
$25.9K - $28.4K
|
12.5K
$670K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-598- 6.67% |
$26.2K - $28.7K
|
8.37K
$448K
|
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-877- 2.46% |
$38.4K - $42.1K
|
34.7K
$1.86M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.98K- 7.6% |
$86.8K - $95.3K
|
24.1K
$1.29M
|
|
|
Jul 18, 2024
Q2 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-2.15K- 3.58% |
$94K - $103K
|
57.9K
$3.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.22K- 2.01% |
$97K - $106K
|
108K
$5.78M
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-2.43K- 1.09% |
$106K - $117K
|
220K
$11.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-2.64K- 89.69% |
$115K - $127K
|
303
$16.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.37K- 7.1% |
$147K - $162K
|
44.1K
$2.36M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.59K- 4.5% |
$157K - $172K
|
76K
$4.07M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.8K- 9.22% |
$166K - $182K
|
37.4K
$2M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.9K- 20.87% |
$171K - $187K
|
14.8K
$791K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.44K- 96.78% |
$194K - $213K
|
148
$7.92K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-5.33K- 42.24% |
$233K - $256K
|
7.29K
$390K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-7.2K- 44.19% |
$315K - $346K
|
9.1K
$487K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-10.9K- 67.86% |
$478K - $524K
|
5.17K
$277K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-11.4K- 24.05% |
$500K - $548K
|
36.1K
$1.93M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-11.7K- 19.43% |
$512K - $562K
|
48.5K
$2.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-15.6K- 27.35% |
$684K - $750K
|
41.5K
$2.22M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-16.9K- 26.69% |
$738K - $809K
|
46.3K
$2.48M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-19.5K- 52.11% |
$853K - $936K
|
17.9K
$958K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-23.2K- 30.49% |
$1.02M - $1.12M
|
53K
$2.84M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-23.9K- 79.4% |
$1.05M - $1.15M
|
6.21K
$332K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-27K- 30.38% |
$1.18M - $1.29M
|
61.8K
$3.31M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-40.6K- 65.8% |
$1.77M - $1.95M
|
21.1K
$1.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-40.7K- 18.69% |
$1.78M - $1.95M
|
177K
$9.47M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-49.9K- 69.08% |
$2.18M - $2.4M
|
22.3K
$1.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-66.4K- 43.16% |
$2.91M - $3.19M
|
87.5K
$4.68M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-70.1K- 90.84% |
$3.07M - $3.37M
|
7.07K
$378K
|