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 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
248+ 7.29% |
$12.1K - $13.6K
|
3.65K
$190K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
246+ 21.91% |
$12K - $13.5K
|
1.37K
$71.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
232+ 5.62% |
$11.3K - $12.7K
|
4.36K
$226K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
214+ 3.67% |
$10.4K - $11.7K
|
6.04K
$314K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
172+ 30.82% |
$8.36K - $9.42K
|
730
$37.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
57New |
$2.77K - $3.12K
|
57
$2.96K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
37+ 2.94% |
$1.8K - $2.03K
|
1.3K
$67.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
31+ 3.44% |
$1.51K - $1.7K
|
931
$48.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
29New |
$1.41K - $1.59K
|
29
$1.51K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
22+ 0.36% |
$1.07K - $1.2K
|
6.2K
$322K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7+ 0.12% |
$340 - $383
|
5.85K
$304K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
4New |
$194 - $219
|
4
$208
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.13% |
$97.2 - $110
|
1.53K
$79.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1New |
$48.6 - $54.8
|
1
$52
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-8- 0.59% |
$389 - $438
|
1.36K
$70.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-13- 61.9% |
$632 - $712
|
8
$416
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-22- 88.0% |
$1.07K - $1.2K
|
3
$156
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-24- 22.86% |
$1.17K - $1.31K
|
81
$4.21K
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-32- 0.24% |
$1.55K - $1.75K
|
13.1K
$682K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-45- 2.83% |
$2.19K - $2.46K
|
1.54K
$80.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-89Closed |
$4.32K - $4.87K
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-94- 25.9% |
$4.57K - $5.15K
|
269
$14K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-150- 2.27% |
$7.29K - $8.21K
|
6.46K
$335K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-300- 40.0% |
$14.6K - $16.4K
|
450
$23.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-407- 2.09% |
$19.8K - $22.3K
|
19.1K
$992K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-535- 25.95% |
$26K - $29.3K
|
1.53K
$79.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-546- 4.91% |
$26.5K - $29.9K
|
10.6K
$549K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-548- 8.91% |
$26.6K - $30K
|
5.6K
$291K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-716- 5.87% |
$34.8K - $39.2K
|
11.5K
$597K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-828- 9.63% |
$40.2K - $45.3K
|
7.77K
$404K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-915- 2.43% |
$44.5K - $50.1K
|
36.7K
$1.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-951- 97.64% |
$46.2K - $52.1K
|
23
$1.19K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.26K- 28.16% |
$61.3K - $69.1K
|
3.22K
$167K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.26K- 11.81% |
$61.4K - $69.2K
|
9.44K
$490K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.38K- 3.21% |
$66.9K - $75.3K
|
41.5K
$2.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.41K- 18.37% |
$68.6K - $77.3K
|
6.27K
$326K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-1.5K- 65.33% |
$72.9K - $82.1K
|
796
$41.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.69K- 2.66% |
$82.3K - $92.8K
|
62K
$3.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.93K- 16.84% |
$93.8K - $106K
|
9.53K
$495K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.39K- 5.43% |
$116K - $131K
|
41.6K
$2.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.46K- 10.18% |
$119K - $134K
|
21.7K
$1.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.5K- 14.01% |
$121K - $137K
|
15.3K
$795K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.93K- 3.6% |
$142K - $161K
|
78.5K
$4.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.06K- 2.95% |
$149K - $167K
|
101K
$5.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-3.14K- 20.88% |
$153K - $172K
|
11.9K
$618K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.22K- 91.98% |
$205K - $231K
|
368
$19.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.13K- 46.74% |
$249K - $281K
|
5.84K
$303K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-5.79K- 12.54% |
$281K - $317K
|
40.4K
$2.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-5.79K- 12.05% |
$281K - $317K
|
42.2K
$2.19M
|