Latest Institutional Transactions on Spdr S&P Kensho New Economies (KOMP)
This table provides information on the latest institutional transactions involving Spdr S&P Kensho New Economies (KOMP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
57.4K+ 1301.77% |
$2.79M - $3.14M
|
61.8K
$3.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
248+ 7.29% |
$12.1K - $13.6K
|
3.65K
$195K
|
|
|
Feb 04, 2025
Q4 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
549+ 6.23% |
$26.7K - $30.1K
|
9.37K
$499K
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-17.5K- 42.28% |
$853K - $961K
|
24K
$1.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-407- 2.09% |
$19.8K - $22.3K
|
19.1K
$1.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
232+ 5.62% |
$11.3K - $12.7K
|
4.36K
$232K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
600+ 0.59% |
$29.2K - $32.9K
|
102K
$5.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
4New |
$194 - $219
|
4
$213
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
535+ 74.2% |
$26K - $29.3K
|
1.26K
$67K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
4.06K+ 5.27% |
$197K - $222K
|
81.1K
$4.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4.16KNew |
$202K - $228K
|
4.16K
$222K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.46K- 10.18% |
$119K - $134K
|
21.7K
$1.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-3.14K- 20.88% |
$153K - $172K
|
11.9K
$634K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.09K+ 26.58% |
$150K - $169K
|
14.7K
$785K
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-5.79K- 12.05% |
$281K - $317K
|
42.2K
$2.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-6.4K- 37.27% |
$311K - $350K
|
10.8K
$574K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-31.5K- 46.68% |
$1.53M - $1.73M
|
36K
$1.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
3.8K+ 10.74% |
$185K - $208K
|
39.2K
$2.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
57New |
$2.77K - $3.12K
|
57
$3.04K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-5.79K- 12.54% |
$281K - $317K
|
40.4K
$2.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
500New |
$24.3K - $27.4K
|
500
$26.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
19.4K+ 3.92% |
$944K - $1.06M
|
515K
$27.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
31+ 3.44% |
$1.51K - $1.7K
|
931
$49.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-22- 88.0% |
$1.07K - $1.2K
|
3
$160
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.13K+ 9.53% |
$152K - $171K
|
35.9K
$1.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-32- 0.24% |
$1.55K - $1.75K
|
13.1K
$700K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.93K- 16.84% |
$93.8K - $106K
|
9.53K
$508K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-828- 9.63% |
$40.2K - $45.3K
|
7.77K
$414K
|
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
1.3K+ 2.86% |
$63K - $71K
|
46.6K
$2.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-150- 2.27% |
$7.29K - $8.21K
|
6.46K
$344K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.38K- 3.21% |
$66.9K - $75.3K
|
41.5K
$2.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
2.2K+ 2.42% |
$107K - $120K
|
92.9K
$4.95M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-8- 0.59% |
$389 - $438
|
1.36K
$72.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-13- 61.9% |
$632 - $712
|
8
$427
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
214+ 3.67% |
$10.4K - $11.7K
|
6.04K
$322K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.44K+ 3001.35% |
$197K - $224K
|
4.59K
$245K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-127- 9.16% |
$5.64K - $6.4K
|
1.26K
$67.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.56K+ 4.32% |
$69.2K - $78.5K
|
37.6K
$2.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
286+ 0.71% |
$12.7K - $14.4K
|
40.8K
$2.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-10.6K- 97.71% |
$473K - $536K
|
249
$13.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
89K+ 5.62% |
$3.95M - $4.49M
|
1.67M
$89.2M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
179+ 9.51% |
$7.95K - $9.03K
|
2.06K
$110K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.33K- 5.03% |
$104K - $117K
|
44K
$2.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.87K- 24.21% |
$82.9K - $94.1K
|
5.84K
$311K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
59.5KNew |
$2.65M - $3M
|
59.5K
$3.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
147+ 1.22% |
$6.53K - $7.41K
|
12.2K
$651K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-692- 13.38% |
$30.8K - $34.9K
|
4.48K
$239K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.3K+ 197.52% |
$457K - $518K
|
15.5K
$826K
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.15KNew |
$184K - $209K
|
4.15K
$221K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-18.6K- 78.16% |
$826K - $937K
|
5.19K
$277K
|
|