Spire Wealth Management Spdr S&P Kensho New Economies Transaction History

Spire Wealth Management

$2.95 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 31, 2024	SELL	$43.76 - $48.01 $8,139 - $8,929	-186 Reduced 50.82%	180 $8,000
Q3 2023 Nov 08, 2023	BUY	$38.8 - $47.87 $14,200 - $17,520	366 New	366 $14,000
Q2 2022 Jul 22, 2022	SELL	$39.65 - $53.22 $264,584 - $355,137	-6,673 Reduced 95.11%	343 $14,000
Q1 2022 Apr 18, 2022	SELL	$46.39 - $59.58 $5,427 - $6,970	-117 Reduced 1.64%	7,016 $365,000
Q4 2021 Jan 14, 2022	BUY	$56.76 - $68.61 $240,662 - $290,906	4,240 Added 146.56%	7,133 $421,000
Q3 2021 Oct 22, 2021	BUY	$60.6 - $66.49 $67,690 - $74,269	1,117 Added 62.89%	2,893 $176,000
Q2 2021 Jul 26, 2021	SELL	$59.57 - $69.47 $41,103 - $47,934	-690 Reduced 27.98%	1,776 $119,000
Q1 2021 May 21, 2021	BUY	$57.18 - $75.6 $141,005 - $186,429	2,466 New	2,466 $167,000

Others Institutions Holding KOMP

# of Institutions

139

Shares Held

39M

Call Options Held

300

Put Options Held

6.4K

Financial Engines Advisors L.L.C. Santa Clara, CA

34.2M
Shares

$1.84 Billion
3.46% of portfolio
Betterment LLC New York, NY

1.67M
Shares

$89.9 Million
0.2% of portfolio
Strategic Advocates LLC Logan, UT

496K
Shares

$26.7 Million
8.76% of portfolio
Morgan Stanley New York, NY

216K
Shares

$11.6 Million
0.0% of portfolio
Mariner, LLC Overland Park, KS

171K
Shares

$9.21 Million
0.02% of portfolio

About SPDR S&P KENSHO NEW ECONOMIES

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