Purchases and Sales Made in Q4 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
19.4K+ 3.92% |
$944K - $1.06M
|
515K
$27.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4.16KNew |
$202K - $228K
|
4.16K
$220K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
4.06K+ 5.27% |
$197K - $222K
|
81.1K
$4.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
3.8K+ 10.74% |
$185K - $208K
|
39.2K
$2.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.13K+ 9.53% |
$152K - $171K
|
35.9K
$1.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.09K+ 26.58% |
$150K - $169K
|
14.7K
$779K
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
2.2K+ 2.42% |
$107K - $120K
|
92.9K
$4.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
1.3K+ 2.86% |
$63K - $71K
|
46.6K
$2.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
500New |
$24.3K - $27.4K
|
500
$26.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
214+ 3.67% |
$10.4K - $11.7K
|
6.04K
$320K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
57New |
$2.77K - $3.12K
|
57
$3.02K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
31+ 3.44% |
$1.51K - $1.7K
|
931
$49.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-8- 0.59% |
$389 - $438
|
1.36K
$71.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-13- 61.9% |
$632 - $712
|
8
$423
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-22- 88.0% |
$1.07K - $1.2K
|
3
$159
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-32- 0.24% |
$1.55K - $1.75K
|
13.1K
$695K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-150- 2.27% |
$7.29K - $8.21K
|
6.46K
$342K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-828- 9.63% |
$40.2K - $45.3K
|
7.77K
$411K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.38K- 3.21% |
$66.9K - $75.3K
|
41.5K
$2.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.93K- 16.84% |
$93.8K - $106K
|
9.53K
$504K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.46K- 10.18% |
$119K - $134K
|
21.7K
$1.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-3.14K- 20.88% |
$153K - $172K
|
11.9K
$629K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-5.79K- 12.54% |
$281K - $317K
|
40.4K
$2.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-5.79K- 12.05% |
$281K - $317K
|
42.2K
$2.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-6.4K- 37.27% |
$311K - $350K
|
10.8K
$570K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-31.5K- 46.68% |
$1.53M - $1.73M
|
36K
$1.91M
|