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 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.11K- 18.71% |
$51.7K - $66.4K
|
4.84K
$254K
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.2K- 13.32% |
$55.9K - $71.7K
|
7.83K
$411K
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.28K- 2.9% |
$59.1K - $76K
|
42.7K
$2.24M
|
|
Apr 20, 2022
Q1 2022
|
Essex LLC
|
SELL
|
- |
-1.63K- 4.69% |
$75.8K - $97.4K
|
33.2K
$1.74M
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.18K- 8.07% |
$101K - $130K
|
24.9K
$1.31M
|
|
May 11, 2022
Q1 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-2.73KClosed |
$127K - $163K
|
0
$0
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-2.79K- 28.4% |
$130K - $166K
|
7.05K
$370K
|
|
Apr 26, 2022
Q1 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-3.27K- 8.12% |
$152K - $195K
|
37K
$1.94M
|
|
Apr 26, 2022
Q1 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
-3.29KClosed |
$153K - $196K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.61KClosed |
$167K - $215K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-3.64K- 12.29% |
$169K - $217K
|
25.9K
$1.36M
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.85KClosed |
$178K - $229K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Fortune 45 LLC
|
SELL
|
- |
-3.95KClosed |
$183K - $235K
|
0
$0
|
|
May 19, 2022
Q1 2022
|
Penobscot Wealth Management
|
SELL
|
- |
-4.07KClosed |
$189K - $243K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-4.28KClosed |
$198K - $255K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-5.3KClosed |
$246K - $316K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.35KClosed |
$248K - $319K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-5.36KClosed |
$249K - $319K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-6.03K- 50.34% |
$280K - $359K
|
5.95K
$312K
|
|
May 04, 2022
Q1 2022
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-6.97KClosed |
$323K - $415K
|
0
$0
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.41K- 23.42% |
$344K - $441K
|
24.2K
$1.27M
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.41K- 23.42% |
$344K - $441K
|
24.2K
$1.27M
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-7.53KClosed |
$349K - $448K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-8.39K- 25.94% |
$389K - $500K
|
24K
$1.26M
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-8.7KClosed |
$404K - $519K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-9.71KClosed |
$450K - $578K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-10K- 22.7% |
$466K - $599K
|
34.2K
$1.8M
|
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-10.1KClosed |
$469K - $602K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-11.2KClosed |
$519K - $666K
|
0
$0
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-12K- 59.01% |
$555K - $713K
|
8.31K
$436K
|
|
May 09, 2022
Q1 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-13.3K- 19.9% |
$617K - $792K
|
53.5K
$2.81M
|
|
May 12, 2022
Q1 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-13.9K- 73.56% |
$643K - $825K
|
4.98K
$261K
|
|
May 13, 2022
Q1 2022
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-14.8KClosed |
$687K - $882K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-15.9K- 8.91% |
$739K - $949K
|
163K
$8.55M
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-24.4K- 77.1% |
$1.13M - $1.46M
|
7.26K
$381K
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-25.3K- 47.38% |
$1.17M - $1.5M
|
28K
$1.47M
|
|
Nov 14, 2024
Q1 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-32.5KClosed |
$1.51M - $1.94M
|
0
$0
|
|
Nov 06, 2024
Q1 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-33.9K- 26.52% |
$1.57M - $2.02M
|
94K
$4.94M
|
|
May 02, 2022
Q1 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-38.3KClosed |
$1.78M - $2.28M
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-39.5KClosed |
$1.83M - $2.35M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-49.7K- 72.07% |
$2.31M - $2.96M
|
19.3K
$1.01M
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-56.4K- 28.9% |
$2.62M - $3.36M
|
139K
$7.29M
|
|
May 10, 2022
Q1 2022
|
Main Management ETF Advisors, LLC
San Francisco, CA |
SELL
|
- |
-71.1KClosed |
$3.3M - $4.23M
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Sanchez Wealth Management Group
|
SELL
|
- |
-104KClosed |
$4.82M - $6.19M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-142KClosed |
$6.57M - $8.44M
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-169K- 46.03% |
$7.84M - $10.1M
|
198K
$10.4M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-205K- 43.36% |
$9.49M - $12.2M
|
267K
$14M
|
|
Sep 01, 2023
Q1 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-253KClosed |
$11.7M - $15.1M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-367K- 93.95% |
$17M - $21.9M
|
23.6K
$1.24M
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-428K- 57.74% |
$19.8M - $25.5M
|
313K
$16.4M
|