Purchases and Sales Made in Q1 2022 in Spdr S&P Kensho New Economies (KOMP)
This table provides information about the institutional ownership of Spdr S&P Kensho New Economies (KOMP) during Q1 2022. The information is specifically focused on institutions that hold shares of SPDR S&P KENSHO NEW ECONOMIES .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.32M+ 16.11% |
$154M - $198M
|
23.9M
$1.26B
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
354K+ 153.35% |
$16.4M - $21.1M
|
586K
$30.7M
|
|
Apr 22, 2022
Q1 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
187K+ 265.15% |
$8.69M - $11.2M
|
258K
$13.5M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
182K+ 80.57% |
$8.46M - $10.9M
|
409K
$21.5M
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
176K+ 4253.51% |
$8.17M - $10.5M
|
180K
$9.47M
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
139K+ 73.37% |
$6.43M - $8.26M
|
327K
$17.2M
|
|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
136KNew |
$6.32M - $8.12M
|
136K
$7.15M
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
121K+ 18.14% |
$5.59M - $7.18M
|
785K
$41.2M
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
90K+ 1589.54% |
$4.18M - $5.36M
|
95.7K
$5.02M
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
60.9K+ 89.57% |
$2.83M - $3.63M
|
129K
$6.77M
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
59.6K+ 145.49% |
$2.77M - $3.55M
|
101K
$5.28M
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
50.7K+ 14.16% |
$2.35M - $3.02M
|
409K
$21.5M
|
|
May 19, 2022
Q1 2022
|
Financial Guidance Group, Inc.
|
BUY
|
- |
47.2KNew |
$2.19M - $2.81M
|
47.2K
$2.48M
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
34.6K+ 566.5% |
$1.6M - $2.06M
|
40.7K
$2.14M
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
17.2K+ 27.47% |
$798K - $1.02M
|
79.8K
$4.19M
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.5K+ 233.15% |
$763K - $980K
|
23.5K
$1.23M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16.1KNew |
$746K - $958K
|
16.1K
$845K
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
BUY
|
- |
14.1K+ 149.81% |
$653K - $838K
|
23.5K
$1.23M
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
12KNew |
$556K - $714K
|
12K
$629K
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
11.7KNew |
$543K - $697K
|
11.7K
$614K
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.7K+ 18.77% |
$494K - $635K
|
67.4K
$3.54M
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
9.6KNew |
$445K - $572K
|
9.6K
$504K
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
9.19K+ 16.54% |
$426K - $547K
|
64.7K
$3.4M
|
|
Apr 13, 2022
Q1 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
8.12KNew |
$377K - $484K
|
8.12K
$427K
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.38KNew |
$343K - $440K
|
7.38K
$388K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
6.89K+ 15.61% |
$320K - $411K
|
51.1K
$2.68M
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.37K+ 30.19% |
$249K - $320K
|
23.1K
$1.22M
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.27K+ 19.1% |
$245K - $314K
|
32.9K
$1.73M
|
|
Apr 29, 2022
Q1 2022
|
Nova Point Capital, LLC
|
BUY
|
- |
4.66K+ 4.65% |
$216K - $278K
|
105K
$5.5M
|
|
May 16, 2022
Q1 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
4.58K+ 8.66% |
$212K - $273K
|
57.4K
$3.01M
|
|
May 10, 2022
Q1 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
4.43K+ 0.72% |
$206K - $264K
|
617K
$32.4M
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.36K+ 37.37% |
$156K - $200K
|
12.4K
$649K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.35K+ 7.19% |
$155K - $200K
|
50K
$2.63M
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.21K+ 16.26% |
$149K - $191K
|
23K
$1.21M
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.78K+ 21.97% |
$129K - $166K
|
15.5K
$811K
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.72K+ 2.83% |
$126K - $162K
|
98.9K
$5.19M
|
|
Apr 29, 2022
Q1 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.61K+ 28.07% |
$121K - $156K
|
11.9K
$625K
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.36K+ 38.9% |
$109K - $140K
|
8.42K
$442K
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.99K+ 4.37% |
$92.3K - $119K
|
47.6K
$2.5M
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.77K+ 1.65% |
$82K - $105K
|
109K
$5.72M
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1.63K+ 26.57% |
$75.5K - $96.9K
|
7.75K
$407K
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.16K+ 771.33% |
$53.7K - $68.9K
|
1.31K
$68.6K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.08KNew |
$50.1K - $64.3K
|
1.08K
$56.7K
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
876New |
$40.6K - $52.2K
|
876
$46K
|
|
May 12, 2022
Q1 2022
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
829+ 18.28% |
$38.5K - $49.4K
|
5.36K
$282K
|
|
May 09, 2022
Q1 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
750+ 3.74% |
$34.8K - $44.7K
|
20.8K
$1.09M
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
693+ 1.38% |
$32.1K - $41.3K
|
51K
$2.68M
|
|
Apr 14, 2022
Q1 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
608+ 7.06% |
$28.2K - $36.2K
|
9.22K
$484K
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
454New |
$21.1K - $27K
|
454
$23.8K
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
402New |
$18.6K - $24K
|
402
$21.1K
|