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
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
890+ 108.27% |
$53.9K - $59.2K
|
1.71K
$90.6K
|
|
Oct 25, 2021
Q3 2021
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
860+ 23.22% |
$52.1K - $57.2K
|
4.56K
$242K
|
|
Oct 12, 2021
Q3 2021
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
793+ 8.38% |
$48.1K - $52.7K
|
10.3K
$543K
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
BUY
|
- |
778+ 8.59% |
$47.1K - $51.7K
|
9.84K
$521K
|
|
Nov 01, 2021
Q3 2021
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
773+ 2.22% |
$46.8K - $51.4K
|
35.6K
$1.88M
|
|
Oct 21, 2021
Q3 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
637+ 8.39% |
$38.6K - $42.4K
|
8.23K
$435K
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
545+ 6.86% |
$33K - $36.2K
|
8.49K
$449K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
490+ 1.07% |
$29.7K - $32.6K
|
46.2K
$2.44M
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
486+ 22.22% |
$29.5K - $32.3K
|
2.67K
$141K
|
|
Nov 15, 2021
Q3 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
403+ 0.78% |
$24.4K - $26.8K
|
51.8K
$2.74M
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
376+ 1566.67% |
$22.8K - $25K
|
400
$21.2K
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
293+ 5.11% |
$17.8K - $19.5K
|
6.03K
$319K
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
265+ 135.9% |
$16.1K - $17.6K
|
460
$24.3K
|
|
Nov 01, 2021
Q3 2021
|
Dividend Assets Capital, LLC
|
BUY
|
- |
258New |
$15.6K - $17.2K
|
258
$13.7K
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
235New |
$14.2K - $15.6K
|
235
$12.4K
|
|
Nov 16, 2021
Q3 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
235New |
$14.2K - $15.6K
|
235
$12.4K
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
200+ 19.05% |
$12.1K - $13.3K
|
1.25K
$66.2K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
166New |
$10.1K - $11K
|
166
$8.78K
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
152+ 190.0% |
$9.21K - $10.1K
|
232
$12.3K
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
96+ 54.55% |
$5.82K - $6.38K
|
272
$14.4K
|
|
Nov 15, 2021
Q3 2021
|
Bank Of Marin
Novato, CA |
BUY
|
- |
66+ 0.77% |
$4K - $4.39K
|
8.61K
$455K
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
34New |
$2.06K - $2.26K
|
34
$1.8K
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
14New |
$848 - $931
|
14
$741
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
13New |
$788 - $864
|
13
$688
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11+ 0.23% |
$667 - $731
|
4.86K
$257K
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
7+ 2.33% |
$424 - $465
|
308
$16.3K
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1+ 0.41% |
$60.6 - $66.5
|
243
$12.9K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Ade, LLC
|
SELL
|
- |
-63- 64.95% |
$3.82K - $4.19K
|
34
$1.8K
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-66Closed |
$4K - $4.39K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-252- 1.1% |
$15.3K - $16.8K
|
22.7K
$1.2M
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-283- 16.89% |
$17.1K - $18.8K
|
1.39K
$73.7K
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-350Closed |
$21.2K - $23.3K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-376- 94.0% |
$22.8K - $25K
|
24
$1.27K
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-434- 2.41% |
$26.3K - $28.9K
|
17.5K
$929K
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-474- 9.84% |
$28.7K - $31.5K
|
4.34K
$230K
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-750- 12.63% |
$45.5K - $49.9K
|
5.19K
$275K
|
|
Nov 14, 2024
Q3 2021
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-945- 1.45% |
$57.3K - $62.8K
|
64.1K
$3.39M
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.02K- 12.86% |
$61.6K - $67.6K
|
6.89K
$364K
|
|
Apr 24, 2024
Q3 2021
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-1.51K- 1.09% |
$91.5K - $100K
|
136K
$7.22M
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.88K- 42.41% |
$114K - $125K
|
2.56K
$135K
|
|
Nov 12, 2021
Q3 2021
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-2.99KClosed |
$181K - $199K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Derbend Asset Management
|
SELL
|
- |
-3.01KClosed |
$182K - $200K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.08KClosed |
$186K - $204K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.38K- 41.82% |
$205K - $224K
|
4.7K
$249K
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.14K- 4.06% |
$251K - $275K
|
97.8K
$5.18M
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.38K- 48.86% |
$266K - $291K
|
4.59K
$243K
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.77K- 7.68% |
$289K - $317K
|
57.4K
$3.04M
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-5.34K- 12.09% |
$324K - $355K
|
38.8K
$2.05M
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-6.6KClosed |
$400K - $439K
|
0
$0
|