Sweet Financial Partners, LLC Spdr S&P Kensho New Economies Transaction History

Sweet Financial Partners, LLC

$447 Million
Q3 2024

A detailed history of Sweet Financial Partners, LLC transactions in Spdr S&P Kensho New Economies stock. As of the latest transaction made, Sweet Financial Partners, LLC holds 57,943 shares of KOMP stock, worth $3.16 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

57,943

Previous 57,939 0.01%

Holding current value

$3.16 Million

Previous $2.67 Million 7.08%

% of portfolio

0.64%

Previous 0.63%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$44.44 - $50.42 $177 - $201	4 Added 0.01%	57,943 $2.86 Million
Q2 2024 Jul 18, 2024	SELL	$43.76 - $48.01 $94,040 - $103,173	-2,149 Reduced 3.58%	57,939 $2.67 Million
Q1 2024 Apr 23, 2024	BUY	$43.0 - $48.08 $86 - $96	2 Added 0.0%	60,088 $2.89 Million
Q4 2023 Jan 12, 2024	BUY	$36.42 - $47.69 $291 - $381	8 Added 0.01%	60,086 $2.81 Million
Q3 2023 Oct 23, 2023	SELL	$38.8 - $47.87 $9,428 - $11,632	-243 Reduced 0.4%	60,078 $2.38 Million
Q2 2023 Jul 24, 2023	BUY	$40.03 - $44.6 $15,811 - $17,617	395 Added 0.66%	60,321 $2.69 Million
Q1 2023 Apr 14, 2023	SELL	$39.25 - $46.32 $39 - $46	-1 Reduced -0.0%	59,926 $2.56 Million
Q4 2022 Jan 19, 2023	SELL	$37.67 - $42.95 $531,825 - $606,368	-14,118 Reduced 19.07%	59,927 $0
Q3 2022 Nov 10, 2022	SELL	$38.59 - $48.63 $81,849 - $103,144	-2,121 Reduced 2.78%	74,045 $2.86 Million
Q2 2022 Aug 03, 2022	SELL	$39.65 - $53.22 $7.21 Million - $9.68 Million	-181,853 Reduced 70.48%	76,166 $3.09 Million
Q1 2022 Apr 22, 2022	BUY	$46.39 - $59.58 $8.69 Million - $11.2 Million	187,358 Added 265.15%	258,019 $13.4 Million
Q4 2021 Feb 07, 2022	BUY	$56.76 - $68.61 $4.01 Million - $4.85 Million	70,661 New	70,661 $4.17 Million

Others Institutions Holding KOMP

# of Institutions

139

Shares Held

39M

Call Options Held

300

Put Options Held

6.4K

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About SPDR S&P KENSHO NEW ECONOMIES

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Sweet Financial Partners, LLC Spdr S&P Kensho New Economies Transaction History