Institutional Ownership Spdr S&P Kensho New Economies (KOMP)
This table provides information about the institutional ownership of Spdr S&P Kensho New Economies (KOMP). We have compiled data on the 146 institutions that hold shares in the stock, with a total of 39.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
33,459,728
shares
|
$1.82 Billion
3.59% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,826,450
shares
|
$99.3 Million
0.22% of portfolio
|
Q4 2024
Added 9.23%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
533,252
shares
|
$29 Million
0.0% of portfolio
|
Q4 2024
Added 146.41%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jan 23, 2025 Q4 2024 |
515,462
shares
|
$28 Million
8.85% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
191,658
shares
|
$10.4 Million
0.0% of portfolio
|
Q4 2024
Added 158.68%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
178,358
shares
|
$9.7 Million
0.02% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
110,311
shares
|
$6 Million
0.0% of portfolio
|
Q4 2024
Added 85.28%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
104,861
shares
|
$5.7 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
102,087
shares
|
$5.55 Million
0.39% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
101,102
shares
|
$5.5 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
100,571
shares
|
$5.47 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
95,602
shares
|
$5.2 Million
0.01% of portfolio
|
Q4 2024
Added 316.51%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
92,871
shares
|
$5.05 Million
2.35% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
81,245
shares
|
$4.42 Million
0.05% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Financial Guidance Group, Inc.
|
Jan 29, 2025 Q4 2024 |
81,108
shares
|
$4.41 Million
2.53% of portfolio
|
Q4 2024
Added 5.27%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
78,478
shares
|
$4.27 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.6%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
75,683
shares
|
$4.11 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
72,174
shares
|
$3.92 Million
0.14% of portfolio
|
Q4 2024
Added 8.38%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
61,992
shares
|
$3.37 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
61,832
shares
|
$3.36 Million
0.01% of portfolio
|
Q4 2024
Added 1301.77%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
57,943
shares
|
$3.15 Million
0.64% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Penobscot Wealth Management
|
Feb 10, 2025 Q4 2024 |
54,322
shares
|
$2.95 Million
1.27% of portfolio
|
Q4 2024
Added 3.52%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jan 16, 2025 Q4 2024 |
46,644
shares
|
$2.54 Million
0.82% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
45,116
shares
|
$2.45 Million
0.04% of portfolio
|
Q4 2022
Reduced 10.73%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
44,171
shares
|
$2.4 Million
0.07% of portfolio
|
Q3 2019
Reduced 99.81%
|