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 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-13Closed |
$738 - $892
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-34Closed |
$1.93K - $2.33K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-34Closed |
$1.93K - $2.33K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-53- 1.09% |
$3.01K - $3.64K
|
4.81K
$254K
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-57Closed |
$3.24K - $3.91K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-73- 1.21% |
$4.14K - $5.01K
|
5.95K
$315K
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-90- 18.29% |
$5.11K - $6.17K
|
402
$21.3K
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-112- 2.44% |
$6.36K - $7.68K
|
4.48K
$237K
|
|
Feb 14, 2022
Q4 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-112- 2.07% |
$6.36K - $7.68K
|
5.3K
$280K
|
|
Feb 23, 2022
Q4 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-124- 48.06% |
$7.04K - $8.51K
|
134
$7.09K
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-223Closed |
$12.7K - $15.3K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-235Closed |
$13.3K - $16.1K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Essex LLC
|
SELL
|
- |
-270- 0.77% |
$15.3K - $18.5K
|
34.8K
$1.84M
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-308Closed |
$17.5K - $21.1K
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-648- 46.52% |
$36.8K - $44.5K
|
745
$39.4K
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-759- 10.07% |
$43.1K - $52.1K
|
6.78K
$359K
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-869- 0.48% |
$49.3K - $59.6K
|
179K
$9.46M
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.09K- 23.23% |
$61.9K - $74.9K
|
3.61K
$191K
|
|
Feb 15, 2022
Q4 2021
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-1.38K- 33.63% |
$78.6K - $95K
|
2.73K
$145K
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.64K- 1.68% |
$93.1K - $113K
|
96.2K
$5.09M
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2.56KClosed |
$145K - $176K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-2.89K- 8.89% |
$164K - $198K
|
29.6K
$1.57M
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.65KClosed |
$207K - $250K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
SELL
|
- |
-3.76K- 48.89% |
$213K - $258K
|
3.93K
$208K
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.99KClosed |
$227K - $274K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.07K- 7.1% |
$231K - $279K
|
53.3K
$2.82M
|
|
Feb 10, 2022
Q4 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-5K- 90.09% |
$284K - $343K
|
550
$29.1K
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.76K- 52.54% |
$384K - $464K
|
6.11K
$323K
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.1K- 51.34% |
$403K - $487K
|
6.73K
$356K
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-7.47KClosed |
$424K - $512K
|
0
$0
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-10K- 57.12% |
$569K - $688K
|
7.53K
$398K
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.3K- 16.97% |
$584K - $706K
|
50.4K
$2.66M
|
|
Feb 11, 2022
Q4 2021
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-10.7K- 47.26% |
$609K - $736K
|
12K
$634K
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-12.8K- 22.44% |
$727K - $879K
|
44.3K
$2.34M
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-13.2KClosed |
$748K - $904K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-13.8K- 16.63% |
$781K - $945K
|
69K
$3.65M
|
|
Feb 14, 2022
Q4 2021
|
Sanchez Wealth Management Group
|
SELL
|
- |
-19.7K- 15.97% |
$1.12M - $1.35M
|
104K
$5.49M
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-20.4K- 50.35% |
$1.16M - $1.4M
|
20.1K
$1.06M
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-22.8K- 33.34% |
$1.29M - $1.56M
|
45.6K
$2.41M
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
SELL
|
- |
-29.9K- 13.27% |
$1.7M - $2.05M
|
195K
$10.3M
|
|
Nov 14, 2024
Q4 2021
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-31.6K- 49.3% |
$1.79M - $2.17M
|
32.5K
$1.72M
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-38.3KClosed |
$2.17M - $2.63M
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-41.7K- 80.49% |
$2.37M - $2.86M
|
10.1K
$535K
|
|
Feb 14, 2022
Q4 2021
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-42.9KClosed |
$2.43M - $2.94M
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Main Management ETF Advisors, LLC
San Francisco, CA |
SELL
|
- |
-47.6K- 40.1% |
$2.7M - $3.26M
|
71.1K
$3.76M
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-82.2KClosed |
$4.67M - $5.64M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
SELL
|
- |
-97.4K- 30.09% |
$5.53M - $6.69M
|
226K
$12M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-361K- 49.6% |
$20.5M - $24.8M
|
367K
$19.4M
|