Latest Institutional Transactions on Spdr S&P Kensho New Economies (KOMP)
This table provides information on the latest institutional transactions involving Spdr S&P Kensho New Economies (KOMP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
81+ 337.5% |
$3.6K - $4.08K
|
105
$5.68K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
93+ 1.53% |
$4.13K - $4.69K
|
6.17K
$334K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.54K- 5.99% |
$68.3K - $77.5K
|
24.1K
$1.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
558New |
$24.8K - $28.1K
|
558
$30.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-501- 5.51% |
$22.3K - $25.3K
|
8.6K
$465K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-502- 76.99% |
$22.3K - $25.3K
|
150
$8.12K
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
83+ 0.24% |
$3.69K - $4.18K
|
34.8K
$1.88M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-26.5K- 70.69% |
$1.18M - $1.33M
|
11K
$593K
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
BUY
|
- |
4.09K+ 8.45% |
$182K - $206K
|
52.5K
$2.84M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
19New |
$844 - $958
|
19
$1.03K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-35- 11.55% |
$1.56K - $1.76K
|
268
$14.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-353- 18.19% |
$15.7K - $17.8K
|
1.59K
$85.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
2.52K+ 7.68% |
$112K - $127K
|
35.4K
$1.91M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-248- 21.6% |
$11K - $12.5K
|
900
$48.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
4.77K+ 6.6% |
$212K - $241K
|
77K
$4.17M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.47K+ 179.64% |
$332K - $377K
|
11.6K
$629K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-117- 13.96% |
$5.2K - $5.9K
|
721
$39K
|
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-7- 25.0% |
$311 - $353
|
21
$1.14K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-6.87K- 12.96% |
$305K - $346K
|
46.1K
$2.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.88K+ 3.04% |
$83.5K - $94.8K
|
63.7K
$3.45M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-360- 0.47% |
$16K - $18.2K
|
75.7K
$4.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.02K+ 3.84% |
$45.1K - $51.2K
|
27.4K
$1.48M
|
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
341New |
$15.2K - $17.2K
|
341
$18.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-22- 0.15% |
$978 - $1.11K
|
15K
$814K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
55New |
$2.44K - $2.77K
|
55
$2.98K
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-33.2K- 40.89% |
$1.48M - $1.68M
|
48K
$2.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
152New |
$6.75K - $7.66K
|
152
$8.22K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
19K+ 39.22% |
$846K - $960K
|
67.6K
$3.66M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
17.2KNew |
$763K - $865K
|
17.2K
$929K
|
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
22.3K+ 4.72% |
$993K - $1.13M
|
496K
$26.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
4+ 0.01% |
$178 - $202
|
57.9K
$3.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.72K+ 1.73% |
$76.6K - $86.9K
|
101K
$5.49M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
300+ 42.61% |
$13.3K - $15.1K
|
1K
$54.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
13.2KNew |
$585K - $664K
|
13.2K
$712K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
217New |
$9.64K - $10.9K
|
217
$11.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-405- 5.78% |
$18K - $20.4K
|
6.61K
$357K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
45.5K+ 215.94% |
$2.02M - $2.29M
|
66.6K
$3.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
25New |
$1.11K - $1.26K
|
25
$1.35K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
45.3KNew |
$2.02M - $2.29M
|
45.3K
$2.45M
|
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
2.48K+ 2.81% |
$110K - $125K
|
90.7K
$4.91M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
65+ 0.33% |
$2.89K - $3.28K
|
19.5K
$1.06M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-155- 3.39% |
$6.89K - $7.82K
|
4.41K
$239K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-386- 6.21% |
$17.2K - $19.5K
|
5.83K
$315K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.24K- 50.99% |
$55K - $62.4K
|
1.19K
$64.3K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
115New |
$5.03K - $5.52K
|
115
$6.22K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
63New |
$2.76K - $3.02K
|
63
$3.41K
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
25KNew |
$1.09M - $1.2M
|
25K
$1.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-577K- 100.0% |
$25.3M - $27.7M
|
23
$1.24K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
8.5KNew |
$372K - $408K
|
8.5K
$460K
|
|