Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
317K+ 146.41% |
$15.4M - $17.4M
|
533K
$27.7M
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
154K+ 9.23% |
$7.5M - $8.45M
|
1.83M
$94.9M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
118K+ 158.68% |
$5.71M - $6.44M
|
192K
$9.96M
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
105KNew |
$5.1M - $5.74M
|
105K
$5.45M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
101KNew |
$4.91M - $5.54M
|
101K
$5.25M
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
72.6K+ 316.51% |
$3.53M - $3.98M
|
95.6K
$4.97M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
57.4K+ 1301.77% |
$2.79M - $3.14M
|
61.8K
$3.21M
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
50.8K+ 85.28% |
$2.47M - $2.78M
|
110K
$5.73M
|
|
Feb 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
40.3KNew |
$1.96M - $2.21M
|
40.3K
$2.1M
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
34.8KNew |
$1.69M - $1.91M
|
34.8K
$1.81M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
19.4K+ 3.92% |
$944K - $1.06M
|
515K
$26.8M
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
14.5KNew |
$707K - $797K
|
14.5K
$756K
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.4K+ 239.17% |
$603K - $680K
|
17.6K
$914K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.4K+ 251.29% |
$553K - $623K
|
15.9K
$827K
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.5KNew |
$509K - $574K
|
10.5K
$545K
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
8.73KNew |
$424K - $478K
|
8.73K
$454K
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.6KNew |
$418K - $471K
|
8.6K
$447K
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.02K+ 4.1% |
$341K - $385K
|
178K
$9.27M
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.68KNew |
$325K - $366K
|
6.68K
$347K
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.54KNew |
$318K - $358K
|
6.54K
$340K
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.58K+ 8.38% |
$271K - $306K
|
72.2K
$3.75M
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.39KNew |
$213K - $240K
|
4.39K
$228K
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
4.32KNew |
$210K - $237K
|
4.32K
$224K
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4.16KNew |
$202K - $228K
|
4.16K
$216K
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
4.06K+ 5.27% |
$197K - $222K
|
81.1K
$4.21M
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.06K+ 5.26% |
$197K - $222K
|
81.2K
$4.22M
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.89K+ 1561.04% |
$189K - $213K
|
4.14K
$215K
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
3.8K+ 10.74% |
$185K - $208K
|
39.2K
$2.04M
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.64K+ 23.51% |
$177K - $199K
|
19.1K
$993K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.13K+ 9.53% |
$152K - $171K
|
35.9K
$1.87M
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.09K+ 26.58% |
$150K - $169K
|
14.7K
$765K
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.73KNew |
$133K - $149K
|
2.73K
$142K
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.41K+ 6.91% |
$117K - $132K
|
37.2K
$1.93M
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
2.2K+ 2.42% |
$107K - $120K
|
92.9K
$4.82M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.85K+ 12.93% |
$89.8K - $101K
|
16.1K
$839K
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
BUY
|
- |
1.85K+ 3.52% |
$89.7K - $101K
|
54.3K
$2.82M
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.39KNew |
$67.5K - $76.1K
|
1.39K
$72.2K
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
1.3K+ 2.86% |
$63K - $71K
|
46.6K
$2.42M
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.2K+ 2.95% |
$58.4K - $65.8K
|
42K
$2.18M
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.18KNew |
$57.3K - $64.6K
|
1.18K
$61.2K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
978+ 4252.17% |
$47.5K - $53.6K
|
1K
$52K
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
778+ 12.85% |
$37.8K - $42.6K
|
6.83K
$355K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
700New |
$34K - $38.3K
|
700
$36.4K
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
600+ 0.59% |
$29.2K - $32.9K
|
102K
$5.3M
|
|
Feb 04, 2025
Q4 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
549+ 6.23% |
$26.7K - $30.1K
|
9.37K
$487K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
535+ 74.2% |
$26K - $29.3K
|
1.26K
$65.2K
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
500New |
$24.3K - $27.4K
|
500
$26K
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
478New |
$23.2K - $26.2K
|
478
$24.8K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
364+ 61.28% |
$17.7K - $19.9K
|
958
$49.8K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
308New |
$15K - $16.9K
|
308
$16K
|