Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
324KNew |
$19.6M - $21.5M
|
324K
$17M
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
155K+ 0.85% |
$9.36M - $10.3M
|
18.4M
$965M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
66.5K+ 11.9% |
$4.03M - $4.42M
|
626K
$32.9M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
50.1K+ 11.93% |
$3.04M - $3.33M
|
470K
$24.7M
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
38.3KNew |
$2.32M - $2.54M
|
38.3K
$2.01M
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
37.4KNew |
$2.27M - $2.49M
|
37.4K
$1.96M
|
|
Oct 21, 2021
Q3 2021
|
Essex LLC
|
BUY
|
- |
35.1KNew |
$2.13M - $2.33M
|
35.1K
$1.84M
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.6KNew |
$1.55M - $1.7M
|
25.6K
$1.35M
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
25.4K+ 44.3% |
$1.54M - $1.69M
|
82.8K
$4.35M
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
24.1K+ 717.93% |
$1.46M - $1.6M
|
27.5K
$1.44M
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
24.1K+ 717.93% |
$1.46M - $1.6M
|
27.5K
$1.44M
|
|
Oct 19, 2021
Q3 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
21.1KNew |
$1.28M - $1.41M
|
21.1K
$1.11M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
21K+ 183.55% |
$1.27M - $1.4M
|
32.5K
$1.7M
|
|
Oct 15, 2021
Q3 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
20.7K+ 348.92% |
$1.25M - $1.38M
|
26.6K
$1.4M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Nova Scotia
|
BUY
|
- |
16.8KNew |
$1.02M - $1.11M
|
16.8K
$880K
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
13.2KNew |
$799K - $876K
|
13.2K
$692K
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12.4KNew |
$752K - $825K
|
12.4K
$652K
|
|
Nov 09, 2021
Q3 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
10.7K+ 1.8% |
$645K - $708K
|
601K
$31.5M
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
10.3KNew |
$623K - $684K
|
10.3K
$540K
|
|
Nov 12, 2021
Q3 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
7.54KNew |
$457K - $501K
|
7.54K
$396K
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.47KNew |
$453K - $497K
|
7.47K
$392K
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
5.95K+ 17.22% |
$360K - $395K
|
40.5K
$2.13M
|
|
Sep 01, 2023
Q3 2021
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
5.9K+ 2.43% |
$358K - $392K
|
249K
$13.1M
|
|
Nov 04, 2021
Q3 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
5.9K+ 7.21% |
$357K - $392K
|
87.7K
$4.6M
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.82KNew |
$353K - $387K
|
5.82K
$305K
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.66KNew |
$343K - $376K
|
5.66K
$297K
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
5.58KNew |
$338K - $371K
|
5.58K
$293K
|
|
Nov 12, 2021
Q3 2021
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.48K+ 4.84% |
$332K - $364K
|
119K
$6.23M
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.37K+ 9.71% |
$325K - $357K
|
60.6K
$3.18M
|
|
Nov 01, 2021
Q3 2021
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
4.76K+ 15.06% |
$288K - $316K
|
36.4K
$1.91M
|
|
Oct 19, 2021
Q3 2021
|
Sanchez Wealth Management Group
|
BUY
|
- |
4.65K+ 3.91% |
$282K - $309K
|
124K
$6.49M
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.62K+ 56.02% |
$280K - $307K
|
12.9K
$676K
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.06KNew |
$246K - $270K
|
4.06K
$213K
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.99KNew |
$242K - $265K
|
3.99K
$210K
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.83K+ 38.3% |
$232K - $255K
|
13.8K
$726K
|
|
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.65KNew |
$221K - $242K
|
3.65K
$191K
|
|
Nov 12, 2021
Q3 2021
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
3.59K+ 7.45% |
$217K - $239K
|
51.7K
$2.72M
|
|
Nov 05, 2021
Q3 2021
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
3.48KNew |
$211K - $231K
|
3.48K
$183K
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.76K+ 11.54% |
$167K - $184K
|
26.7K
$1.4M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.7K+ 2.58% |
$163K - $179K
|
107K
$5.63M
|
|
Nov 15, 2021
Q3 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.36K+ 1.77% |
$143K - $157K
|
135K
$7.11M
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.22K+ 5.99% |
$135K - $148K
|
39.3K
$2.06M
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
2.12K+ 3.62% |
$128K - $141K
|
60.6K
$3.18M
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.74K+ 3.56% |
$106K - $116K
|
50.6K
$2.66M
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.57KNew |
$95K - $104K
|
1.57K
$82.3K
|
|
Oct 26, 2021
Q3 2021
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.51K+ 3.65% |
$91.5K - $100K
|
42.9K
$2.25M
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
1.16K+ 107.61% |
$70.2K - $77.1K
|
2.24K
$117K
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
1.12K+ 62.89% |
$67.7K - $74.3K
|
2.89K
$152K
|
|
Nov 15, 2021
Q3 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
985+ 22.26% |
$59.7K - $65.5K
|
5.41K
$284K
|
|
Nov 15, 2021
Q3 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
972New |
$58.9K - $64.6K
|
972
$51K
|