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 136 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 $1.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
15,990
shares
|
$733,621
0.71% of portfolio
|
Q1 2025
Added 9.92%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
14,278
shares
|
$655,074
0.05% of portfolio
|
Q3 2024
Added 5.78%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
13,552
shares
|
$621,765
0.0% of portfolio
|
Q1 2025
Added 43.59%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
12,974
shares
|
$595,247
0.02% of portfolio
|
Q1 2025
Added 213.68%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Apr 11, 2025 Q1 2025 |
12,588
shares
|
$577,537
0.29% of portfolio
|
Q1 2025
Reduced 4.14%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
12,100
shares
|
$555,148
0.15% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
11,923
shares
|
$547,027
0.01% of portfolio
|
Q1 2025
Added 62652.63%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
11,543
shares
|
$529,592
0.0% of portfolio
|
Q1 2025
Reduced 34.43%
|
|
|
Essex LLC
|
Apr 25, 2025 Q1 2025 |
11,200
shares
|
$513,856
0.11% of portfolio
|
Q1 2025
Reduced 5.84%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
10,974
shares
|
$503,487
0.02% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
10,817
shares
|
$496,283
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
10,642
shares
|
$488,254
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
9,851
shares
|
$451,963
0.01% of portfolio
|
Q1 2025
Reduced 6.84%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
8,707
shares
|
$399,477
0.01% of portfolio
|
Q2 2022
Reduced 9.32%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
May 02, 2025 Q1 2025 |
8,507
shares
|
$390,301
0.36% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
May 12, 2025 Q1 2025 |
8,470
shares
|
$388,603
0.06% of portfolio
|
Q1 2025
Reduced 11.12%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
8,422
shares
|
$386,401
0.0% of portfolio
|
Q1 2025
Reduced 19.68%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
7,771
shares
|
$356,533
0.02% of portfolio
|
Q1 2025
Reduced 27.83%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
7,745
shares
|
$355,340
0.06% of portfolio
|
Q2 2023
Added 5.59%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Feb 11, 2025 Q4 2024 |
6,196
shares
|
$284,272
0.21% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
6,139
shares
|
$281,657
0.0% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Apr 25, 2025 Q1 2025 |
6,006
shares
|
$275,555
0.2% of portfolio
|
Q1 2025
Reduced 6.96%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
5,622
shares
|
$257,937
0.0% of portfolio
|
Q1 2025
Reduced 17.73%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
5,083
shares
|
$233,208
0.0% of portfolio
|
Q1 2025
Reduced 13.08%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
4,964
shares
|
$227,748
0.0% of portfolio
|
Q1 2025
Added 54.21%
|