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 |
|---|---|---|---|---|---|---|---|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-42- 12.21% |
$1.53K - $2K
|
302
$15.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-44- 36.97% |
$1.6K - $2.1K
|
75
$3.94K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-64- 64.65% |
$2.33K - $3.05K
|
35
$1.84K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-73- 17.85% |
$2.66K - $3.48K
|
336
$17.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-243- 73.19% |
$8.85K - $11.6K
|
89
$4.67K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-250- 1.98% |
$9.11K - $11.9K
|
12.3K
$648K
|
|
|
Jan 30, 2024
Q4 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-256- 0.91% |
$9.32K - $12.2K
|
27.9K
$1.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-294- 1.25% |
$10.7K - $14K
|
23.1K
$1.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-336- 54.55% |
$12.2K - $16K
|
280
$14.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-398- 7.67% |
$14.5K - $19K
|
4.79K
$251K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-429- 1.26% |
$15.6K - $20.5K
|
33.6K
$1.77M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-469- 2.73% |
$17.1K - $22.4K
|
16.7K
$876K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-481- 3.19% |
$17.5K - $22.9K
|
14.6K
$765K
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-696- 8.61% |
$25.3K - $33.2K
|
7.39K
$388K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-749- 18.8% |
$27.3K - $35.7K
|
3.24K
$170K
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-800- 37.21% |
$29.1K - $38.2K
|
1.35K
$70.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-804- 14.98% |
$29.3K - $38.3K
|
4.56K
$240K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-957- 1.69% |
$34.9K - $45.6K
|
55.8K
$2.93M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.06K- 11.33% |
$38.5K - $50.4K
|
8.26K
$434K
|
|
|
Feb 02, 2024
Q4 2023
|
Penobscot Wealth Management
|
SELL
|
- |
-1.33K- 3.05% |
$48.6K - $63.6K
|
42.4K
$2.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.23K- 51.42% |
$81.4K - $107K
|
2.11K
$111K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.4K- 57.27% |
$87.5K - $115K
|
1.79K
$94.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
SELL
|
- |
-2.41K- 11.27% |
$87.9K - $115K
|
19K
$998K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-2.48K- 50.72% |
$90.1K - $118K
|
2.41K
$126K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-3.55K- 95.43% |
$129K - $169K
|
170
$8.93K
|
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-3.77K- 4.66% |
$137K - $180K
|
77.1K
$4.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.77K- 6.25% |
$137K - $180K
|
56.5K
$2.97M
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4.24K- 11.11% |
$154K - $202K
|
33.9K
$1.78M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.37K- 4.65% |
$159K - $209K
|
89.6K
$4.71M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.88K- 46.04% |
$178K - $233K
|
5.72K
$300K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.21K- 9.94% |
$190K - $248K
|
47.2K
$2.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.28K- 10.17% |
$192K - $252K
|
46.6K
$2.45M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6K- 2.78% |
$219K - $286K
|
210K
$11M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.38K- 16.21% |
$269K - $352K
|
38.1K
$2M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-9.95K- 17.97% |
$362K - $474K
|
45.4K
$2.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.1K- 7.77% |
$367K - $480K
|
119K
$6.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.4K- 56.14% |
$379K - $496K
|
8.13K
$427K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.3K- 12.43% |
$411K - $539K
|
79.6K
$4.18M
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-13.4K- 23.32% |
$489K - $640K
|
44.1K
$2.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-22.2K- 56.95% |
$807K - $1.06M
|
16.7K
$879K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-30K- 15.1% |
$1.09M - $1.43M
|
168K
$8.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-30.3K- 11.66% |
$1.1M - $1.45M
|
230K
$12.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-40.5K- 14.57% |
$1.47M - $1.93M
|
237K
$12.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-49K- 73.24% |
$1.79M - $2.34M
|
17.9K
$940K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-60.2K- 4.52% |
$2.19M - $2.87M
|
1.27M
$66.7M
|