Purchases and Sales Made in Q3 2024 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 2024. 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 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
339K+ 1.0% |
$15.1M - $17.1M
|
34.2M
$1.8B
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
89K+ 5.62% |
$3.95M - $4.49M
|
1.67M
$87.8M
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
59.5KNew |
$2.65M - $3M
|
59.5K
$3.13M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
45.8K+ 255.83% |
$2.04M - $2.31M
|
63.7K
$3.35M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
45.5K+ 215.94% |
$2.02M - $2.29M
|
66.6K
$3.5M
|
|
Oct 10, 2024
Q3 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
45.3KNew |
$2.02M - $2.29M
|
45.3K
$2.38M
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
23KNew |
$1.02M - $1.16M
|
23K
$1.21M
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
22.3K+ 4.72% |
$993K - $1.13M
|
496K
$26M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
19K+ 39.22% |
$846K - $960K
|
67.6K
$3.55M
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
17.2KNew |
$763K - $865K
|
17.2K
$901K
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
13.2KNew |
$585K - $664K
|
13.2K
$691K
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.3K+ 197.52% |
$457K - $518K
|
15.5K
$813K
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.47K+ 179.64% |
$332K - $377K
|
11.6K
$611K
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.91K+ 6.79% |
$218K - $248K
|
77.2K
$4.05M
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
4.77K+ 6.6% |
$212K - $241K
|
77K
$4.04M
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.44K+ 3001.35% |
$197K - $224K
|
4.59K
$241K
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.44K+ 3001.35% |
$197K - $224K
|
4.59K
$241K
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.15KNew |
$184K - $209K
|
4.15K
$218K
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.13KNew |
$183K - $208K
|
4.13K
$217K
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.11KNew |
$183K - $207K
|
4.11K
$216K
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
BUY
|
- |
4.09K+ 8.45% |
$182K - $206K
|
52.5K
$2.75M
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
2.52K+ 7.68% |
$112K - $127K
|
35.4K
$1.86M
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
2.48K+ 2.81% |
$110K - $125K
|
90.7K
$4.76M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.34K+ 27.94% |
$104K - $118K
|
10.7K
$562K
|
|
Nov 08, 2024
Q3 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
2.04K+ 30.31% |
$90.7K - $103K
|
8.77K
$460K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.88K+ 3.04% |
$83.5K - $94.8K
|
63.7K
$3.34M
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.72K+ 1.73% |
$76.6K - $86.9K
|
101K
$5.33M
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.56K+ 4.32% |
$69.2K - $78.5K
|
37.6K
$1.98M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.02K+ 3.84% |
$45.1K - $51.2K
|
27.4K
$1.44M
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
800+ 9.09% |
$35.6K - $40.3K
|
9.6K
$504K
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
780+ 5.78% |
$34.7K - $39.3K
|
14.3K
$750K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
558New |
$24.8K - $28.1K
|
558
$29.3K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
370+ 165.18% |
$16.4K - $18.7K
|
594
$31.2K
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
341New |
$15.2K - $17.2K
|
341
$17.9K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
300+ 42.61% |
$13.3K - $15.1K
|
1K
$52.7K
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
286+ 0.71% |
$12.7K - $14.4K
|
40.8K
$2.14M
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
263+ 263.0% |
$11.7K - $13.3K
|
363
$19.1K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
236+ 0.11% |
$10.5K - $11.9K
|
216K
$11.4M
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
217New |
$9.64K - $10.9K
|
217
$11.4K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
179+ 9.51% |
$7.95K - $9.03K
|
2.06K
$108K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
152New |
$6.75K - $7.66K
|
152
$7.98K
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
147+ 1.22% |
$6.53K - $7.41K
|
12.2K
$641K
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
93+ 1.53% |
$4.13K - $4.69K
|
6.17K
$324K
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
83+ 0.24% |
$3.69K - $4.18K
|
34.8K
$1.83M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
81+ 337.5% |
$3.6K - $4.08K
|
105
$5.51K
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
65+ 0.33% |
$2.89K - $3.28K
|
19.5K
$1.02M
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
55New |
$2.44K - $2.77K
|
55
$2.89K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
25New |
$1.11K - $1.26K
|
25
$1.31K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
19New |
$844 - $958
|
19
$998
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
4+ 0.01% |
$178 - $202
|
57.9K
$3.04M
|