Purchases and Sales Made in Q3 2022 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 2022. 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, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
196+ 31.87% |
$7.56K - $9.53K
|
811
$39.2K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
192New |
$7.41K - $9.34K
|
192
$9.28K
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
192New |
$7.41K - $9.34K
|
192
$9.28K
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
173New |
$6.68K - $8.41K
|
173
$8.36K
|
|
Aug 13, 2024
Q3 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
101+ 1.14% |
$3.9K - $4.91K
|
8.99K
$435K
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
83New |
$3.2K - $4.04K
|
83
$4.01K
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
70+ 3.05% |
$2.7K - $3.4K
|
2.37K
$114K
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
69New |
$2.66K - $3.36K
|
69
$3.34K
|
|
Oct 11, 2022
Q3 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
67New |
$2.59K - $3.26K
|
67
$3.24K
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
12+ 3.32% |
$463 - $584
|
373
$18K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
2+ 0.53% |
$77.2 - $97.3
|
378
$18.3K
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
1New |
$38.6 - $48.6
|
1
$48.4
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.69% |
$38.6 - $48.6
|
146
$7.06K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 21, 2022
Q3 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-18- 50.0% |
$695 - $875
|
18
$870
|
|
Oct 14, 2022
Q3 2022
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-46- 0.1% |
$1.78K - $2.24K
|
44.6K
$2.16M
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-85- 2.67% |
$3.28K - $4.13K
|
3.1K
$150K
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-157- 0.16% |
$6.06K - $7.63K
|
101K
$4.87M
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-160- 2.67% |
$6.17K - $7.78K
|
5.84K
$282K
|
|
Oct 19, 2022
Q3 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-211- 2.36% |
$8.14K - $10.3K
|
8.71K
$421K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-217- 28.15% |
$8.37K - $10.6K
|
554
$26.8K
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-235Closed |
$9.07K - $11.4K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-235- 0.11% |
$9.07K - $11.4K
|
223K
$10.8M
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
SELL
|
- |
-360- 41.1% |
$13.9K - $17.5K
|
516
$24.9K
|
|
Nov 14, 2022
Q3 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-361- 0.42% |
$13.9K - $17.6K
|
85.4K
$4.13M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-483- 2.75% |
$18.6K - $23.5K
|
17K
$824K
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-576- 8.79% |
$22.2K - $28K
|
5.98K
$289K
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-620- 9.89% |
$23.9K - $30.2K
|
5.65K
$273K
|
|
Nov 14, 2022
Q3 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-835- 5.82% |
$32.2K - $40.6K
|
13.5K
$654K
|
|
Oct 17, 2022
Q3 2022
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-904- 3.83% |
$34.9K - $44K
|
22.7K
$1.1M
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-923- 5.53% |
$35.6K - $44.9K
|
15.8K
$762K
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-990- 3.9% |
$38.2K - $48.1K
|
24.4K
$1.18M
|
|
Nov 04, 2022
Q3 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1K- 28.17% |
$38.6K - $48.6K
|
2.55K
$123K
|
|
Nov 14, 2022
Q3 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.41K- 13.43% |
$54.5K - $68.7K
|
9.11K
$440K
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.42K- 4.28% |
$54.7K - $69K
|
31.7K
$1.53M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.57K- 9.28% |
$60.7K - $76.5K
|
15.4K
$743K
|
|
Nov 10, 2022
Q3 2022
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-2.12K- 2.78% |
$81.8K - $103K
|
74K
$3.58M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-2.45K- 11.3% |
$94.7K - $119K
|
19.3K
$932K
|
|
Nov 01, 2022
Q3 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.58K- 10.98% |
$99.4K - $125K
|
20.9K
$1.01M
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.98K- 25.76% |
$115K - $145K
|
8.59K
$415K
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.63K- 5.3% |
$140K - $176K
|
64.8K
$3.13M
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.03K- 39.31% |
$156K - $196K
|
6.23K
$301K
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.23K- 2.8% |
$163K - $206K
|
147K
$7.1M
|
|
Nov 06, 2024
Q3 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-10.9K- 14.16% |
$420K - $530K
|
66K
$3.19M
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
SELL
|
- |
-11.5K- 38.75% |
$443K - $559K
|
18.2K
$878K
|
|
Nov 10, 2022
Q3 2022
|
Concord Wealth Partners
|
SELL
|
- |
-13.4K- 9.51% |
$516K - $651K
|
127K
$6.16M
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-18.9K- 30.69% |
$729K - $918K
|
42.6K
$2.06M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-21.5K- 8.3% |
$829K - $1.04M
|
237K
$11.5M
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-23.1K- 22.89% |
$892K - $1.12M
|
77.8K
$3.76M
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-24.1K- 44.39% |
$930K - $1.17M
|
30.2K
$1.46M
|