Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.22M+ 12.09% |
$126M - $152M
|
20.6M
$1.02B
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
664KNew |
$37.7M - $45.6M
|
664K
$32.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
386K+ 8897.54% |
$21.9M - $26.5M
|
391K
$19.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
231KNew |
$13.1M - $15.9M
|
231K
$11.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
189KNew |
$10.7M - $13M
|
189K
$9.34M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
84.6K+ 12.89% |
$4.8M - $5.81M
|
741K
$36.6M
|
|
|
Feb 07, 2022
Q4 2021
|
Sweet Financial Partners, LLC
|
BUY
|
- |
70.7KNew |
$4.01M - $4.85M
|
70.7K
$3.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
55.5KNew |
$3.15M - $3.81M
|
55.5K
$2.75M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
39.5KNew |
$2.24M - $2.71M
|
39.5K
$1.95M
|
|
|
Feb 07, 2022
Q4 2021
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
32.3KNew |
$1.84M - $2.22M
|
32.3K
$1.6M
|
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
20.3KNew |
$1.15M - $1.39M
|
20.3K
$1M
|
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
19.2K+ 90.6% |
$1.09M - $1.31M
|
40.3K
$1.99M
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
17.2K+ 179.48% |
$977K - $1.18M
|
26.8K
$1.33M
|
|
|
Feb 18, 2022
Q4 2021
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
14.8KNew |
$840K - $1.02M
|
14.8K
$732K
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
13.9K+ 239.64% |
$791K - $956K
|
19.8K
$977K
|
|
|
Jan 21, 2022
Q4 2021
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
13.1KNew |
$744K - $899K
|
13.1K
$648K
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
12.9KNew |
$733K - $886K
|
12.9K
$639K
|
|
|
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
12.8KNew |
$725K - $876K
|
12.8K
$632K
|
|
|
Feb 08, 2022
Q4 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
12.5K+ 14.21% |
$708K - $855K
|
100K
$4.96M
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
11.6K+ 1.93% |
$658K - $796K
|
612K
$30.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
11.2KNew |
$635K - $767K
|
11.2K
$553K
|
|
|
Aug 13, 2024
Q4 2021
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
9.64KNew |
$547K - $661K
|
9.64K
$477K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
8.09KNew |
$459K - $555K
|
8.09K
$400K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
7.3KNew |
$414K - $501K
|
7.3K
$361K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.28K+ 425.47% |
$413K - $500K
|
9K
$445K
|
|
|
Feb 07, 2022
Q4 2021
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
6.97KNew |
$396K - $478K
|
6.97K
$345K
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
6.29K+ 4.65% |
$357K - $432K
|
142K
$7.01M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.15K+ 12.14% |
$349K - $422K
|
56.8K
$2.81M
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.06KNew |
$344K - $416K
|
6.06K
$300K
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.06K+ 23.63% |
$344K - $416K
|
31.7K
$1.57M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.37K+ 43.25% |
$305K - $368K
|
17.8K
$880K
|
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
5.18K+ 114.19% |
$294K - $355K
|
9.71K
$480K
|
|
|
Feb 15, 2022
Q4 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
4.46K+ 31.03% |
$253K - $306K
|
18.8K
$932K
|
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
4.28KNew |
$243K - $293K
|
4.28K
$212K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
4.24K+ 146.56% |
$241K - $291K
|
7.13K
$353K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.16K+ 15.16% |
$236K - $286K
|
31.6K
$1.56M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.16K+ 15.16% |
$236K - $286K
|
31.6K
$1.56M
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
4.14KNew |
$235K - $284K
|
4.14K
$205K
|
|
|
Jan 24, 2022
Q4 2021
|
Penobscot Wealth Management
|
BUY
|
- |
4.07KNew |
$231K - $279K
|
4.07K
$201K
|
|
|
Sep 01, 2023
Q4 2021
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
4.05K+ 1.63% |
$230K - $278K
|
253K
$12.5M
|
|
|
Apr 12, 2022
Q4 2021
|
Fortune 45 LLC
|
BUY
|
- |
3.95KNew |
$224K - $271K
|
3.95K
$195K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
3.89K+ 173.88% |
$221K - $267K
|
6.12K
$303K
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.85KNew |
$218K - $264K
|
3.85K
$190K
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.85KNew |
$218K - $264K
|
3.85K
$190K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
3.81K+ 68.36% |
$216K - $262K
|
9.39K
$465K
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.56K+ 9.5% |
$202K - $244K
|
41K
$2.03M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Nova Scotia
|
BUY
|
- |
3.28K+ 19.53% |
$186K - $225K
|
20K
$991K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.27K+ 25.36% |
$185K - $224K
|
16.1K
$798K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3.19KNew |
$181K - $219K
|
3.19K
$158K
|
|
|
Feb 01, 2022
Q4 2021
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2.72K+ 7.63% |
$154K - $186K
|
38.3K
$1.89M
|