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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
4.48KNew |
$163K - $213K
|
4.48K
$241K
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-9.95K- 17.97% |
$362K - $474K
|
45.4K
$2.44M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
648New |
$25.1K - $31K
|
648
$34.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.53KNew |
$214K - $265K
|
5.53K
$297K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
27New |
$1.05K - $1.29K
|
27
$1.45K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
459New |
$17.8K - $22K
|
459
$24.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-80- 41.03% |
$3.1K - $3.83K
|
115
$6.18K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
491New |
$19.1K - $23.5K
|
491
$26.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-428- 1.45% |
$16.6K - $20.5K
|
29K
$1.56M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.56KNew |
$216K - $266K
|
5.56K
$299K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
137+ 6850.0% |
$5.32K - $6.56K
|
139
$7.47K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-70- 4.82% |
$2.72K - $3.35K
|
1.38K
$74.3K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
178New |
$6.91K - $8.52K
|
178
$9.57K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 5.56% |
$38.8 - $47.9
|
19
$1.02K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.68% |
$38.8 - $47.9
|
148
$7.96K
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
202New |
$7.84K - $9.67K
|
202
$10.9K
|
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.19K+ 0.41% |
$46.1K - $56.9K
|
288K
$15.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
63New |
$2.44K - $3.02K
|
63
$3.39K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 18, 2023
Q2 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
144+ 2.06% |
$5.76K - $6.42K
|
7.13K
$384K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.27K- 98.22% |
$50.8K - $56.6K
|
23
$1.24K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
300New |
$12K - $13.4K
|
300
$16.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-491- 82.94% |
$19.7K - $21.9K
|
101
$5.43K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
4.72KNew |
$189K - $210K
|
4.72K
$254K
|
|
| Q1 2023 | |||||||
|
Nov 06, 2024
Q1 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-11.7KClosed |
$460K - $543K
|
0
$0
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1- 4.55% |
$39.3 - $46.3
|
21
$1.13K
|
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-8.54K- 42.36% |
$335K - $395K
|
11.6K
$624K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-236- 14.43% |
$9.26K - $10.9K
|
1.4K
$75.3K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
5.48KNew |
$215K - $254K
|
5.48K
$295K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-3.05K- 29.4% |
$120K - $141K
|
7.34K
$394K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
111New |
$4.36K - $5.14K
|
111
$5.97K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
66New |
$2.59K - $3.06K
|
66
$3.55K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
67New |
$2.63K - $3.1K
|
67
$3.6K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
6.05K+ 100.0% |
$237K - $280K
|
12.1K
$651K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
14New |
$550 - $648
|
14
$753
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
50New |
$1.96K - $2.32K
|
50
$2.69K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
505New |
$19.8K - $23.4K
|
505
$27.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-1.07K- 12.89% |
$42K - $49.5K
|
7.23K
$389K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
1.88K+ 9.98% |
$73.9K - $87.3K
|
20.8K
$1.12M
|
|
| Q4 2022 | |||||||
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-83Closed |
$3.13K - $3.56K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-4.28K- 55.26% |
$161K - $184K
|
3.47K
$187K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
1.24KNew |
$46.6K - $53.1K
|
1.24K
$66.5K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-71.7K- 92.13% |
$2.7M - $3.08M
|
6.12K
$329K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
37New |
$1.39K - $1.59K
|
37
$1.99K
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
34New |
$1.28K - $1.46K
|
34
$1.83K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
446New |
$16.8K - $19.2K
|
446
$24K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
SELL
|
- |
-179- 34.69% |
$6.74K - $7.69K
|
337
$18.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-5.42K- 10.73% |
$204K - $233K
|
45.1K
$2.43M
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
37New |
$1.39K - $1.59K
|
37
$1.99K
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.52K- 9.36% |
$57.1K - $65.1K
|
14.7K
$789K
|
|