Purchases and Sales Made in Q3 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
56New |
$3.05K - $3.51K
|
56
$3.37K
|
|
|
Oct 23, 2025
Q3 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
51+ 0.25% |
$2.77K - $3.2K
|
20.3K
$1.22M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
50New |
$2.72K - $3.13K
|
50
$3.01K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
47New |
$2.56K - $2.95K
|
47
$2.82K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
36+ 720.0% |
$1.96K - $2.26K
|
41
$2.46K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
24New |
$1.31K - $1.5K
|
24
$1.44K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
15+ 15.63% |
$816 - $940
|
111
$6.67K
|
|
|
Nov 06, 2025
Q3 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
12+ 0.22% |
$653 - $752
|
5.48K
$329K
|
|
|
Oct 09, 2025
Q3 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
10New |
$544 - $627
|
10
$601
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.07% |
$54.4 - $62.7
|
1.42K
$85.3K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3- 2.94% |
$163 - $188
|
99
$5.95K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-3- 3.3% |
$163 - $188
|
88
$5.29K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
SELL
|
- |
-5- 2.07% |
$272 - $313
|
237
$14.2K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-12- 2.1% |
$653 - $752
|
559
$33.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-27- 2.74% |
$1.47K - $1.69K
|
959
$57.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-35- 22.88% |
$1.9K - $2.19K
|
118
$7.09K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-44- 9.4% |
$2.39K - $2.76K
|
424
$25.5K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-48- 0.45% |
$2.61K - $3.01K
|
10.7K
$643K
|
|
|
Nov 14, 2025
Q3 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-54- 0.26% |
$2.94K - $3.39K
|
20.9K
$1.25M
|
|
|
Oct 23, 2025
Q3 2025
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-100- 1.22% |
$5.44K - $6.27K
|
8.08K
$486K
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
SELL
|
- |
-182- 1.63% |
$9.9K - $11.4K
|
11K
$659K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-264- 3.58% |
$14.4K - $16.6K
|
7.11K
$427K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-271- 1.79% |
$14.7K - $17K
|
14.9K
$895K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-281- 6.82% |
$15.3K - $17.6K
|
3.84K
$231K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-361- 23.67% |
$19.6K - $22.6K
|
1.16K
$70K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-363- 6.65% |
$19.7K - $22.8K
|
5.09K
$306K
|
|
|
Nov 12, 2025
Q3 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-589- 1.4% |
$32K - $36.9K
|
41.4K
$2.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-593- 11.78% |
$32.2K - $37.2K
|
4.44K
$267K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-703- 45.56% |
$38.2K - $44.1K
|
840
$50.5K
|
|
|
Nov 07, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-719- 5.77% |
$39.1K - $45.1K
|
11.7K
$705K
|
|
|
Nov 05, 2025
Q3 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-945- 2.51% |
$51.4K - $59.2K
|
36.8K
$2.21M
|
|
|
Nov 17, 2025
Q3 2025
|
Opulen Financial Group LLC
Arlington, VA |
SELL
|
- |
-988- 12.33% |
$53.7K - $61.9K
|
7.02K
$422K
|
|
|
Oct 07, 2025
Q3 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.04K- 1.03% |
$56.7K - $65.4K
|
100K
$6.03M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.09K- 8.16% |
$59.2K - $68.3K
|
12.3K
$737K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-1.23K- 21.69% |
$66.7K - $76.9K
|
4.43K
$266K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.34K- 12.57% |
$73.1K - $84.3K
|
9.34K
$562K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.5K- 3.36% |
$81.4K - $93.8K
|
43.1K
$2.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.61K- 4.18% |
$87.5K - $101K
|
36.9K
$2.22M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.84K- 5.59% |
$100K - $115K
|
31.1K
$1.87M
|
|
|
Nov 05, 2025
Q3 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-2.33K- 30.73% |
$127K - $146K
|
5.26K
$316K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.41K- 3.84% |
$131K - $151K
|
60.3K
$3.62M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.02K- 4.15% |
$164K - $189K
|
69.7K
$4.19M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.6K- 10.47% |
$196K - $226K
|
30.8K
$1.85M
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
SELL
|
- |
-4.61K- 17.75% |
$251K - $289K
|
21.4K
$1.28M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-4.78K- 99.29% |
$260K - $300K
|
34
$2.04K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.35K- 3.16% |
$291K - $335K
|
164K
$9.85M
|
|
|
Nov 12, 2025
Q3 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-6.65K- 37.88% |
$362K - $417K
|
10.9K
$656K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-7.74K- 22.59% |
$421K - $485K
|
26.5K
$1.59M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-11.4K- 0.75% |
$617K - $712K
|
1.51M
$90.5M
|
|
|
Nov 19, 2025
Q3 2025
|
Penobscot Wealth Management
|
SELL
|
- |
-23.5K- 47.28% |
$1.28M - $1.47M
|
26.2K
$1.57M
|
|