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 01, 2022
Q4 2021
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2.72K+ 7.63% |
$154K - $186K
|
38.3K
$2.03M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.5K+ 6.04% |
$142K - $172K
|
44K
$2.33M
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.39K+ 23.18% |
$135K - $164K
|
12.7K
$671K
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
2K+ 3.3% |
$114K - $137K
|
62.6K
$3.31M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.58K+ 3.59% |
$89.9K - $109K
|
45.8K
$2.42M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.44K+ 0.31% |
$81.9K - $99K
|
472K
$25M
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.31KNew |
$74.5K - $90K
|
1.31K
$69.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.29K+ 31.86% |
$73.4K - $88.7K
|
5.35K
$283K
|
|
|
Feb 04, 2022
Q4 2021
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1.1K+ 2.12% |
$62.3K - $75.3K
|
52.8K
$2.8M
|
|
|
Jan 31, 2022
Q4 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.07K+ 13.01% |
$60.7K - $73.4K
|
9.3K
$492K
|
|
|
Feb 09, 2022
Q4 2021
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
1.05K+ 30.29% |
$59.8K - $72.3K
|
4.53K
$240K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
884+ 3.31% |
$50.2K - $60.7K
|
27.6K
$1.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
839New |
$47.6K - $57.6K
|
839
$44.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
700New |
$39.7K - $48K
|
700
$37K
|
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
691+ 1.76% |
$39.2K - $47.4K
|
40K
$2.12M
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
583New |
$33.1K - $40K
|
583
$30.9K
|
|
|
Jan 31, 2022
Q4 2021
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
567+ 1.56% |
$32.2K - $38.9K
|
36.9K
$1.95M
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
546+ 6.43% |
$31K - $37.5K
|
9.04K
$478K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
500New |
$28.4K - $34.3K
|
500
$26.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
470+ 1.02% |
$26.7K - $32.2K
|
46.7K
$2.47M
|
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
426+ 1.6% |
$24.2K - $29.2K
|
27.1K
$1.43M
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
322New |
$18.3K - $22.1K
|
322
$17K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
317New |
$18K - $21.7K
|
317
$16.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
300New |
$17K - $20.6K
|
300
$15.9K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
277+ 10.36% |
$15.7K - $19K
|
2.95K
$156K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
222New |
$12.6K - $15.2K
|
222
$11.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
201+ 20.68% |
$11.4K - $13.8K
|
1.17K
$62.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
200+ 16.0% |
$11.4K - $13.7K
|
1.45K
$76.7K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
189New |
$10.7K - $13K
|
189
$10K
|
|
|
Jan 27, 2022
Q4 2021
|
Andesa Financial Management Inc.
|
BUY
|
- |
175+ 0.26% |
$9.93K - $12K
|
66.8K
$3.54M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
172+ 2.5% |
$9.76K - $11.8K
|
7.06K
$374K
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
170+ 3.28% |
$9.65K - $11.7K
|
5.36K
$284K
|
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
160+ 3.51% |
$9.08K - $11K
|
4.72K
$250K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
150New |
$8.51K - $10.3K
|
150
$7.94K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
148New |
$8.4K - $10.2K
|
148
$7.83K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
144New |
$8.17K - $9.88K
|
144
$7.62K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
132New |
$7.49K - $9.06K
|
132
$6.99K
|
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
125New |
$7.1K - $8.58K
|
125
$6.62K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
95+ 34.93% |
$5.39K - $6.52K
|
367
$19.4K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
87+ 37.5% |
$4.94K - $5.97K
|
319
$16.9K
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
59New |
$3.35K - $4.05K
|
59
$3.12K
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
28New |
$1.59K - $1.92K
|
28
$1.48K
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
23New |
$1.31K - $1.58K
|
23
$1.22K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14+ 0.01% |
$795 - $961
|
107K
$5.67M
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
8New |
$454 - $549
|
8
$423
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
5New |
$284 - $343
|
5
$265
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1+ 0.33% |
$56.8 - $68.6
|
303
$16K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2024
Q4 2021
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-3- -0.0% |
$170 - $206
|
136K
$7.22M
|
|
|
Jan 26, 2022
Q4 2021
|
Cabot Wealth Management Inc
|
SELL
|
- |
-7- 0.08% |
$397 - $480
|
8.61K
$456K
|