Purchases and Sales Made in Q4 2023 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 2023. 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 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
665K+ 2.06% |
$24.2M - $31.7M
|
32.9M
$1.73B
|
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
90.4K+ 18.82% |
$3.29M - $4.31M
|
571K
$30M
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
61.6KNew |
$2.24M - $2.94M
|
61.6K
$3.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
35.9K+ 20.6% |
$1.31M - $1.71M
|
210K
$11M
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
12.4KNew |
$451K - $591K
|
12.4K
$651K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.6K+ 211.39% |
$387K - $506K
|
15.6K
$821K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.52K+ 67.42% |
$310K - $406K
|
21.2K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.42KNew |
$306K - $401K
|
8.42K
$442K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
8.31K+ 51.56% |
$303K - $396K
|
24.4K
$1.28M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
5.89KNew |
$214K - $281K
|
5.89K
$309K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.39KNew |
$196K - $257K
|
5.39K
$283K
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
4.74KNew |
$173K - $226K
|
4.74K
$249K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
4.49K+ 15.83% |
$164K - $214K
|
32.9K
$1.73M
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
4.48KNew |
$163K - $213K
|
4.48K
$235K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.44KNew |
$162K - $212K
|
4.44K
$233K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.44K+ 7.88% |
$162K - $212K
|
60.7K
$3.19M
|
|
|
Jan 23, 2024
Q4 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
4.31K+ 5.44% |
$157K - $206K
|
83.5K
$4.39M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
2.86K+ 3.91% |
$104K - $136K
|
75.9K
$3.99M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.59K+ 2.44% |
$94.3K - $124K
|
109K
$5.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.81K+ 1.01% |
$66K - $86.4K
|
182K
$9.54M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.69K+ 8.3% |
$61.7K - $80.7K
|
22.1K
$1.16M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1.4K+ 1.49% |
$51.1K - $67K
|
95.6K
$5.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
982+ 10.18% |
$35.8K - $46.8K
|
10.6K
$558K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
685+ 186.65% |
$24.9K - $32.7K
|
1.05K
$55.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
680New |
$24.8K - $32.4K
|
680
$35.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
571New |
$20.8K - $27.2K
|
571
$30K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
516+ 1.73% |
$18.8K - $24.6K
|
30.3K
$1.59M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
510+ 3.84% |
$18.6K - $24.3K
|
13.8K
$725K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
437New |
$15.9K - $20.8K
|
437
$22.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
430New |
$15.7K - $20.5K
|
430
$22.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
412+ 6.94% |
$15K - $19.6K
|
6.35K
$333K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
340+ 24.3% |
$12.4K - $16.2K
|
1.74K
$91.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
340+ 24.3% |
$12.4K - $16.2K
|
1.74K
$91.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
328+ 2.88% |
$11.9K - $15.6K
|
11.7K
$615K
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
318+ 1.68% |
$11.6K - $15.2K
|
19.3K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
280New |
$10.2K - $13.4K
|
280
$14.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
243+ 3.47% |
$8.85K - $11.6K
|
7.25K
$381K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
239New |
$8.7K - $11.4K
|
239
$12.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
236+ 16.86% |
$8.6K - $11.3K
|
1.64K
$85.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
184New |
$6.7K - $8.77K
|
184
$9.66K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
126+ 0.48% |
$4.59K - $6.01K
|
26.4K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
119New |
$4.33K - $5.68K
|
119
$6.25K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
35New |
$1.27K - $1.67K
|
35
$1.84K
|
|
|
Jan 18, 2024
Q4 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
29+ 0.22% |
$1.06K - $1.38K
|
13K
$682K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13New |
$473 - $620
|
13
$683
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
12New |
$437 - $572
|
12
$630
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
8+ 0.01% |
$291 - $382
|
60.1K
$3.15M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5+ 0.27% |
$182 - $238
|
1.88K
$98.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1+ 0.02% |
$36.4 - $47.7
|
5.58K
$293K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|