Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.92M+ 11.08% |
$110M - $125M
|
29.3M
$1.45B
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
210K+ 27.47% |
$7.89M - $9M
|
973K
$48.1M
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
BUY
|
- |
52K+ 371.38% |
$1.96M - $2.23M
|
66K
$3.27M
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
44.1K+ 19.1% |
$1.66M - $1.89M
|
275K
$13.6M
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
37.7K+ 245.54% |
$1.42M - $1.62M
|
53.1K
$2.63M
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
30.1K+ 93.84% |
$1.13M - $1.29M
|
62.1K
$3.07M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.9K+ 9.81% |
$823K - $939K
|
245K
$12.1M
|
|
Jun 17, 2024
Q4 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
20.1KNew |
$759K - $865K
|
20.1K
$997K
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
18.9KNew |
$711K - $811K
|
18.9K
$934K
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.3K+ 297.08% |
$689K - $786K
|
24.5K
$1.21M
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
17.1K+ 40.0% |
$643K - $733K
|
59.7K
$2.95M
|
|
Feb 02, 2023
Q4 2022
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
11.7KNew |
$441K - $502K
|
11.7K
$579K
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.4K+ 167.57% |
$393K - $448K
|
16.7K
$825K
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
9.74K+ 59.71% |
$367K - $418K
|
26K
$1.29M
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
6.91K+ 16.33% |
$260K - $297K
|
49.2K
$2.44M
|
|
Feb 02, 2023
Q4 2022
|
Penobscot Wealth Management
|
BUY
|
- |
6.57K+ 20.15% |
$247K - $282K
|
39.2K
$1.94M
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.8K+ 8.95% |
$218K - $249K
|
70.6K
$3.49M
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.77KNew |
$217K - $248K
|
5.77K
$285K
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5.48K+ 1190.22% |
$206K - $235K
|
5.94K
$294K
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.48K+ 1.81% |
$131K - $149K
|
195K
$9.67M
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.52KNew |
$94.9K - $108K
|
2.52K
$125K
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.98K+ 6.23% |
$74.5K - $84.9K
|
33.7K
$1.67M
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.4K+ 9.44% |
$52.6K - $60K
|
16.2K
$801K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
1.27KNew |
$47.8K - $54.5K
|
1.27K
$62.8K
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
1.24KNew |
$46.6K - $53.1K
|
1.24K
$61.1K
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
1.14K+ 1.38% |
$42.8K - $48.8K
|
83.4K
$4.13M
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.01K+ 3.34% |
$38K - $43.3K
|
31.2K
$1.54M
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
915+ 38.66% |
$34.5K - $39.3K
|
3.28K
$162K
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
820+ 3.93% |
$30.9K - $35.2K
|
21.7K
$1.07M
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
471New |
$17.7K - $20.2K
|
471
$23.3K
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
446New |
$16.8K - $19.2K
|
446
$22.1K
|
|
Feb 07, 2023
Q4 2022
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
259+ 4.07% |
$9.76K - $11.1K
|
6.63K
$328K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
259+ 2.14% |
$9.76K - $11.1K
|
12.4K
$612K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
112+ 0.66% |
$4.22K - $4.81K
|
17.2K
$849K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
97New |
$3.65K - $4.17K
|
97
$4.8K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
86New |
$3.24K - $3.69K
|
86
$4.25K
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
61New |
$2.3K - $2.62K
|
61
$3.02K
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
37New |
$1.39K - $1.59K
|
37
$1.83K
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
37New |
$1.39K - $1.59K
|
37
$1.83K
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
34New |
$1.28K - $1.46K
|
34
$1.68K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
21+ 3.85% |
$791 - $902
|
567
$28K
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2+ 0.08% |
$75.3 - $85.9
|
2.51K
$124K
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1+ 4.76% |
$37.7 - $43
|
22
$1.09K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
1+ 0.26% |
$37.7 - $43
|
379
$18.7K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-5- 1.34% |
$188 - $215
|
368
$18.2K
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-8- 1.69% |
$301 - $344
|
464
$23K
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-83Closed |
$3.13K - $3.56K
|
0
$0
|
|
Feb 09, 2023
Q4 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-122- 0.9% |
$4.6K - $5.24K
|
13.4K
$663K
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
SELL
|
- |
-179- 34.69% |
$6.74K - $7.69K
|
337
$16.7K
|