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 147 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 $1.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
14,278
shares
|
$711,615
0.05% of portfolio
|
Q3 2024
Added 5.78%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Jan 21, 2025 Q4 2024 |
13,132
shares
|
$654,498
0.34% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
12,100
shares
|
$603,064
0.15% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Essex LLC
|
Jan 28, 2025 Q4 2024 |
11,895
shares
|
$592,846
0.13% of portfolio
|
Q4 2024
Reduced 20.88%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
11,490
shares
|
$572,661
0.02% of portfolio
|
Q4 2024
Reduced 5.87%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
10,767
shares
|
$536,627
0.03% of portfolio
|
Q4 2024
Reduced 37.27%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
10,574
shares
|
$527,008
0.01% of portfolio
|
Q4 2024
Reduced 4.91%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
10,485
shares
|
$522,572
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
9,530
shares
|
$474,975
0.08% of portfolio
|
Q4 2024
Reduced 16.84%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
9,438
shares
|
$470,389
0.0% of portfolio
|
Q4 2024
Reduced 11.81%
|
|
|
Rpg Investment Advisory, LLC
|
Feb 04, 2025 Q4 2024 |
9,367
shares
|
$466,851
0.07% of portfolio
|
Q4 2024
Added 6.23%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Feb 06, 2025 Q4 2024 |
8,734
shares
|
$435,302
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
8,707
shares
|
$433,956
0.01% of portfolio
|
Q2 2022
Reduced 9.32%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
8,595
shares
|
$428,374
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
7,768
shares
|
$387,157
0.05% of portfolio
|
Q4 2024
Reduced 9.63%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
7,745
shares
|
$386,010
0.06% of portfolio
|
Q2 2023
Added 5.59%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
6,834
shares
|
$340,606
0.0% of portfolio
|
Q4 2024
Added 12.85%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
6,680
shares
|
$332,931
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,537
shares
|
$325,804
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
6,455
shares
|
$321,717
0.23% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
6,272
shares
|
$312,596
0.0% of portfolio
|
Q4 2024
Reduced 18.37%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Feb 11, 2025 Q4 2024 |
6,196
shares
|
$308,808
0.21% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
6,041
shares
|
$301,083
0.01% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
5,848
shares
|
$291,464
0.0% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
5,842
shares
|
$291,165
0.0% of portfolio
|
Q4 2024
Reduced 46.74%
|