Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.29M+ 4.26% |
$51.8M - $57.7M
|
31.6M
$1.61B
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
126K+ 12.02% |
$5.05M - $5.62M
|
1.18M
$59.9M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
60.5K+ 111.91% |
$2.42M - $2.7M
|
115K
$5.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
48.7K+ 22.18% |
$1.95M - $2.17M
|
269K
$13.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
27.9KNew |
$1.12M - $1.25M
|
27.9K
$1.42M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
25.6KNew |
$1.03M - $1.14M
|
25.6K
$1.31M
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
23KNew |
$921K - $1.03M
|
23K
$1.17M
|
|
|
Jul 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
21.7K+ 7.22% |
$870K - $969K
|
322K
$16.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
19.4KNew |
$776K - $864K
|
19.4K
$988K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.3K+ 71.56% |
$492K - $548K
|
29.4K
$1.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.1KNew |
$484K - $540K
|
12.1K
$617K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.9K+ 19.54% |
$435K - $484K
|
66.4K
$3.39M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.7K+ 4.19% |
$429K - $478K
|
267K
$13.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.75K+ 5.48% |
$390K - $435K
|
188K
$9.56M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
8.19K+ 19.81% |
$328K - $365K
|
49.5K
$2.52M
|
|
|
Jul 20, 2023
Q2 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
6.15K+ 9.72% |
$246K - $274K
|
69.4K
$3.54M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
5.92KNew |
$237K - $264K
|
5.92K
$302K
|
|
|
Jul 19, 2023
Q2 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
4.73K+ 1.68% |
$189K - $211K
|
287K
$14.6M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
4.72KNew |
$189K - $210K
|
4.72K
$240K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.32K+ 4.54% |
$173K - $193K
|
99.4K
$5.07M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.7K+ 4.36% |
$148K - $165K
|
88.7K
$4.52M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
2.46K+ 2.74% |
$98.5K - $110K
|
92.2K
$4.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.39K+ 4.49% |
$95.8K - $107K
|
55.7K
$2.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.11KNew |
$84.6K - $94.3K
|
2.11K
$108K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2.01K+ 101.57% |
$80.3K - $89.5K
|
3.98K
$203K
|
|
|
Aug 10, 2023
Q2 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
1.9K+ 37.2% |
$76.1K - $84.7K
|
7.01K
$357K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.78K+ 8.36% |
$71.3K - $79.4K
|
23.1K
$1.18M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.51KNew |
$60.6K - $67.5K
|
1.51K
$77.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.4K+ 13.01% |
$56.2K - $62.6K
|
12.2K
$622K
|
|
|
Aug 03, 2023
Q2 2023
|
Penobscot Wealth Management
|
BUY
|
- |
1.19K+ 2.94% |
$47.8K - $53.2K
|
41.8K
$2.13M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
972+ 3.51% |
$38.9K - $43.4K
|
28.7K
$1.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
941+ 0.73% |
$37.7K - $42K
|
130K
$6.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
903+ 11.25% |
$36.1K - $40.3K
|
8.93K
$455K
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
655+ 1.24% |
$26.2K - $29.2K
|
53.6K
$2.73M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
550+ 15.35% |
$22K - $24.5K
|
4.13K
$211K
|
|
|
Jul 24, 2023
Q2 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
395+ 0.66% |
$15.8K - $17.6K
|
60.3K
$3.08M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
300New |
$12K - $13.4K
|
300
$15.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
231+ 1.35% |
$9.25K - $10.3K
|
17.4K
$887K
|
|
|
Jul 26, 2023
Q2 2023
|
Financial Guidance Group, Inc.
|
BUY
|
- |
224+ 0.38% |
$8.97K - $9.99K
|
58.5K
$2.98M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
215+ 0.46% |
$8.61K - $9.59K
|
46.5K
$2.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
193+ 241.25% |
$7.73K - $8.61K
|
273
$13.9K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
147New |
$5.88K - $6.56K
|
147
$7.49K
|
|
|
Aug 18, 2023
Q2 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
144+ 2.06% |
$5.76K - $6.42K
|
7.13K
$364K
|
|
|
Aug 03, 2023
Q2 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
133New |
$5.32K - $5.93K
|
133
$6.78K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
122+ 32.11% |
$4.88K - $5.44K
|
502
$25.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
84+ 0.25% |
$3.36K - $3.75K
|
33.9K
$1.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
47+ 20.09% |
$1.88K - $2.1K
|
281
$14.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
15+ 0.25% |
$600 - $669
|
5.95K
$303K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4+ 0.21% |
$160 - $178
|
1.87K
$95.2K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
4+ 0.86% |
$160 - $178
|
468
$23.9K
|