Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
615K+ 1.94% |
$23.9M - $29.4M
|
32.3M
$1.72B
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
158K+ 49.02% |
$6.13M - $7.57M
|
481K
$25.6M
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
155K+ 13.18% |
$6.01M - $7.42M
|
1.33M
$70.9M
|
|
Dec 04, 2023
Q3 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
38.2KNew |
$1.48M - $1.83M
|
38.2K
$2.04M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
37.9K+ 270.79% |
$1.47M - $1.82M
|
51.9K
$2.77M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
27.9K+ 5555.18% |
$1.08M - $1.33M
|
28.4K
$1.51M
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21.8KNew |
$844K - $1.04M
|
21.8K
$1.16M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
17.5K+ 19.69% |
$678K - $836K
|
106K
$5.66M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.1K+ 4.15% |
$430K - $530K
|
278K
$14.8M
|
|
Oct 10, 2023
Q3 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
9.82K+ 14.14% |
$381K - $470K
|
79.2K
$4.22M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.8K+ 13.73% |
$264K - $325K
|
56.3K
$3M
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.56KNew |
$216K - $266K
|
5.56K
$296K
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.53KNew |
$214K - $265K
|
5.53K
$295K
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.02KNew |
$195K - $240K
|
5.02K
$268K
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.36K+ 52.68% |
$169K - $209K
|
12.6K
$674K
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.19KNew |
$163K - $201K
|
4.19K
$224K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
3.72KNew |
$144K - $178K
|
3.72K
$198K
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1.95K+ 2.11% |
$75.5K - $93.2K
|
94.2K
$5.02M
|
|
Oct 25, 2023
Q3 2023
|
Penobscot Wealth Management
|
BUY
|
- |
1.93K+ 4.63% |
$75K - $92.5K
|
43.7K
$2.33M
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.87K+ 3.37% |
$72.7K - $89.7K
|
57.6K
$3.07M
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.76K+ 3.28% |
$68.2K - $84.2K
|
55.3K
$2.95M
|
|
Oct 10, 2023
Q3 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
1.71K+ 15.18% |
$66.3K - $81.8K
|
13K
$691K
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
BUY
|
- |
1.27K+ 1.76% |
$49.1K - $60.6K
|
73.1K
$3.9M
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.19K+ 0.41% |
$46.1K - $56.9K
|
288K
$15.3M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
1.15K+ 7.69% |
$44.6K - $55.1K
|
16.1K
$859K
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.11K+ 3.86% |
$42.9K - $52.9K
|
29.8K
$1.59M
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.01K+ 5.23% |
$39.3K - $48.5K
|
20.4K
$1.09M
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
721+ 8.07% |
$28K - $34.5K
|
9.65K
$515K
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
648New |
$25.1K - $31K
|
648
$34.6K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
491New |
$19.1K - $23.5K
|
491
$26.2K
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
489+ 2.65% |
$19K - $23.4K
|
18.9K
$1.01M
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
464+ 3.18% |
$18K - $22.2K
|
15.1K
$803K
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
459New |
$17.8K - $22K
|
459
$24.5K
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
399+ 3.27% |
$15.5K - $19.1K
|
12.6K
$672K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
366New |
$14.2K - $17.5K
|
366
$19.5K
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
351+ 1.52% |
$13.6K - $16.8K
|
23.4K
$1.25M
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
332New |
$12.9K - $15.9K
|
332
$17.7K
|
|
Oct 31, 2023
Q3 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
222+ 0.8% |
$8.61K - $10.6K
|
28.1K
$1.5M
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
202New |
$7.84K - $9.67K
|
202
$10.8K
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
178New |
$6.91K - $8.52K
|
178
$9.49K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
167+ 0.49% |
$6.48K - $7.99K
|
34.1K
$1.82M
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
137+ 6850.0% |
$5.32K - $6.56K
|
139
$7.41K
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
101+ 1.73% |
$3.92K - $4.83K
|
5.94K
$317K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
94+ 34.43% |
$3.65K - $4.5K
|
367
$19.6K
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
71New |
$2.75K - $3.4K
|
71
$3.79K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
63New |
$2.44K - $3.02K
|
63
$3.36K
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
42+ 8.97% |
$1.63K - $2.01K
|
510
$27.2K
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
27New |
$1.05K - $1.29K
|
27
$1.44K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4+ 0.21% |
$155 - $191
|
1.87K
$99.8K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
3+ 0.08% |
$116 - $144
|
3.98K
$212K
|