Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 25, 2022
Q3 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
221K+ 2292.33% |
$8.54M - $10.8M
|
231K
$12.5M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
141K+ 39.3% |
$5.43M - $6.84M
|
499K
$26.9M
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
114K+ 807.78% |
$4.4M - $5.54M
|
128K
$6.92M
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
110K+ 0.42% |
$4.23M - $5.33M
|
26.4M
$1.42B
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
109K+ 51.08% |
$4.22M - $5.31M
|
323K
$17.5M
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
67.9K+ 547.98% |
$2.62M - $3.3M
|
80.3K
$4.34M
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
60.7K+ 28.44% |
$2.34M - $2.95M
|
274K
$14.8M
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
60.2KNew |
$2.32M - $2.93M
|
60.2K
$3.25M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
44.2KNew |
$1.7M - $2.15M
|
44.2K
$2.39M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
36.8K+ 36.25% |
$1.42M - $1.79M
|
138K
$7.48M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
32KNew |
$1.24M - $1.56M
|
32K
$1.73M
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
26.8K+ 536.62% |
$1.03M - $1.3M
|
31.7K
$1.71M
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
21.7K+ 6.29% |
$837K - $1.05M
|
367K
$19.8M
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
14.8KNew |
$571K - $719K
|
14.8K
$799K
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
14.5KNew |
$558K - $703K
|
14.5K
$781K
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.6KNew |
$486K - $613K
|
12.6K
$681K
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
11.3K+ 28.64% |
$434K - $547K
|
50.5K
$2.73M
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.83K+ 16.63% |
$379K - $478K
|
68.9K
$3.72M
|
|
Nov 01, 2022
Q3 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
8.78KNew |
$339K - $427K
|
8.78K
$474K
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.16KNew |
$238K - $300K
|
6.16K
$333K
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
5.06K+ 27.84% |
$195K - $246K
|
23.2K
$1.26M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.04K+ 13.41% |
$194K - $245K
|
42.6K
$2.3M
|
|
Oct 12, 2022
Q3 2022
|
Sol Capital Management CO
|
BUY
|
- |
4.62K+ 49.13% |
$178K - $224K
|
14K
$757K
|
|
Oct 25, 2022
Q3 2022
|
Financial Guidance Group, Inc.
|
BUY
|
- |
4.39K+ 8.37% |
$169K - $214K
|
56.9K
$3.07M
|
|
Oct 24, 2022
Q3 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
4.29K+ 11.28% |
$166K - $209K
|
42.3K
$2.29M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.18K+ 2.96% |
$161K - $203K
|
145K
$7.84M
|
|
Nov 15, 2022
Q3 2022
|
Penobscot Wealth Management
|
BUY
|
- |
3.77K+ 13.07% |
$145K - $183K
|
32.6K
$1.76M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.16K+ 20.45% |
$122K - $153K
|
18.6K
$1M
|
|
Nov 14, 2022
Q3 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
2.78K+ 4.55% |
$107K - $135K
|
63.9K
$3.45M
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.51KNew |
$96.8K - $122K
|
2.51K
$135K
|
|
Nov 03, 2022
Q3 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
2.49K+ 8.13% |
$95.9K - $121K
|
33K
$1.78M
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.37K+ 24.3% |
$91.4K - $115K
|
12.1K
$655K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.3K+ 4.39% |
$88.6K - $112K
|
54.6K
$2.95M
|
|
Nov 07, 2022
Q3 2022
|
Essex LLC
|
BUY
|
- |
1.97K+ 6.09% |
$75.9K - $95.7K
|
34.3K
$1.85M
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.9K+ 32.48% |
$73.4K - $92.4K
|
7.75K
$419K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.6K+ 31.88% |
$61.9K - $78K
|
6.64K
$358K
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.57KNew |
$60.5K - $76.3K
|
1.57K
$84.7K
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
997+ 3.38% |
$38.5K - $48.5K
|
30.5K
$1.65M
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
913New |
$35.2K - $44.4K
|
913
$49.3K
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
904New |
$34.9K - $44K
|
904
$48.8K
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
898+ 0.61% |
$34.7K - $43.7K
|
149K
$8.04M
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
858+ 8.64% |
$33.1K - $41.7K
|
10.8K
$583K
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
654New |
$25.2K - $31.8K
|
654
$35.3K
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
627+ 177.62% |
$24.2K - $30.5K
|
980
$52.9K
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
561+ 7.98% |
$21.6K - $27.3K
|
7.59K
$410K
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
476+ 0.58% |
$18.4K - $23.1K
|
82.3K
$4.45M
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
413+ 6.57% |
$15.9K - $20.1K
|
6.7K
$362K
|
|
Oct 13, 2022
Q3 2022
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
329+ 5.45% |
$12.7K - $16K
|
6.37K
$344K
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
312+ 1.95% |
$12K - $15.2K
|
16.3K
$881K
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
279+ 0.68% |
$10.8K - $13.6K
|
41K
$2.22M
|