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 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.16% |
$38.8 - $47.9
|
616
$32.8K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 5.56% |
$38.8 - $47.9
|
19
$1.01K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.68% |
$38.8 - $47.9
|
148
$7.89K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-7- 1.99% |
$272 - $335
|
344
$18.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-14- 10.53% |
$543 - $670
|
119
$6.35K
|
|
|
Aug 13, 2024
Q3 2023
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-17- 0.21% |
$660 - $814
|
8.08K
$431K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-17- 14.66% |
$660 - $814
|
99
$5.28K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-70- 4.82% |
$2.72K - $3.35K
|
1.38K
$73.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-80- 41.03% |
$3.1K - $3.83K
|
115
$6.13K
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-136- 24.95% |
$5.28K - $6.51K
|
409
$21.8K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-240- 1.38% |
$9.31K - $11.5K
|
17.2K
$915K
|
|
|
Oct 23, 2023
Q3 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-243- 0.4% |
$9.43K - $11.6K
|
60.1K
$3.2M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-340- 19.55% |
$13.2K - $16.3K
|
1.4K
$74.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-426- 3.11% |
$16.5K - $20.4K
|
13.3K
$709K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-428- 1.45% |
$16.6K - $20.5K
|
29K
$1.55M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-502- 1.87% |
$19.5K - $24K
|
26.3K
$1.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-588- 11.92% |
$22.8K - $28.1K
|
4.35K
$232K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-588- 11.92% |
$22.8K - $28.1K
|
4.35K
$232K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-734- 12.4% |
$28.5K - $35.1K
|
5.19K
$277K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-876- 0.67% |
$34K - $41.9K
|
130K
$6.91M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.01K- 2.16% |
$39K - $48.2K
|
45.5K
$2.43M
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.07K- 17.98% |
$41.5K - $51.2K
|
4.88K
$260K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-1.52K- 35.17% |
$58.9K - $72.6K
|
2.8K
$149K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-1.71K- 2.92% |
$66.3K - $81.8K
|
56.8K
$3.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.72K- 1.86% |
$66.8K - $82.4K
|
90.9K
$4.85M
|
|
|
Oct 18, 2023
Q3 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-2.13K- 2.57% |
$82.6K - $102K
|
80.8K
$4.31M
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-2.73K- 66.14% |
$106K - $131K
|
1.4K
$74.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.83K- 5.13% |
$110K - $136K
|
52.4K
$2.79M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.46K- 2.5% |
$173K - $214K
|
174K
$9.29M
|
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
SELL
|
- |
-5.15K- 19.39% |
$200K - $247K
|
21.4K
$1.14M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.38K- 5.42% |
$209K - $258K
|
94K
$5.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.73K- 55.64% |
$261K - $322K
|
5.37K
$286K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.11K- 15.46% |
$276K - $340K
|
38.9K
$2.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.62K- 4.06% |
$295K - $365K
|
180K
$9.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-8.6K- 3.2% |
$334K - $412K
|
260K
$13.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-16.1K- 60.24% |
$623K - $769K
|
10.6K
$566K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-16.3K- 63.62% |
$632K - $780K
|
9.32K
$497K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-32.2K- 32.48% |
$1.25M - $1.54M
|
66.9K
$3.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-37K- 66.63% |
$1.44M - $1.77M
|
18.5K
$988K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-54.3K- 47.38% |
$2.11M - $2.6M
|
60.3K
$3.21M
|