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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-243Closed |
$9.63K - $12.9K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
189+ 1.59% |
$7.49K - $10.1K
|
12.1K
$567K
|
|
Aug 15, 2022
Q2 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-6.04KClosed |
$239K - $321K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-895- 9.32% |
$35.5K - $47.6K
|
8.71K
$408K
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.35KClosed |
$172K - $232K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-5.95KClosed |
$236K - $317K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-979Closed |
$38.8K - $52.1K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-4.06KClosed |
$161K - $216K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.08KClosed |
$42.8K - $57.5K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-4.98KClosed |
$197K - $265K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
322New |
$12.8K - $17.1K
|
322
$15.1K
|
|
Aug 05, 2022
Q2 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-20.8KClosed |
$824K - $1.11M
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-180KClosed |
$7.15M - $9.6M
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
210New |
$8.33K - $11.2K
|
210
$9.84K
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
5New |
$198 - $266
|
5
$234
|
|
Jul 28, 2022
Q2 2022
|
Monumental Financial Group Inc.
|
SELL
|
- |
-191Closed |
$7.57K - $10.2K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
260New |
$10.3K - $13.8K
|
260
$12.2K
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
68.7KNew |
$2.72M - $3.66M
|
68.7K
$3.22M
|
|
Jul 26, 2022
Q2 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
68.7KNew |
$2.72M - $3.66M
|
68.7K
$3.22M
|
|
Jul 19, 2022
Q2 2022
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-13.1KClosed |
$519K - $696K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-583Closed |
$23.1K - $31K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-304Closed |
$12.1K - $16.2K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-8.12KClosed |
$322K - $432K
|
0
$0
|
|
Q1 2022 | |||||||
Nov 14, 2024
Q1 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-32.5KClosed |
$1.51M - $1.94M
|
0
$0
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-23Closed |
$1.07K - $1.37K
|
0
$0
|
|
Sep 01, 2023
Q1 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-253KClosed |
$11.7M - $15.1M
|
0
$0
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.41K- 23.42% |
$344K - $441K
|
24.2K
$1.14M
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-8.7KClosed |
$404K - $519K
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-317Closed |
$14.7K - $18.9K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-700Closed |
$32.5K - $41.7K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-11.2KClosed |
$519K - $666K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-5.36KClosed |
$249K - $319K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-14.8KClosed |
$687K - $882K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-5.3KClosed |
$246K - $316K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-500Closed |
$23.2K - $29.8K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-300Closed |
$13.9K - $17.9K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-2.73KClosed |
$127K - $163K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-4.28KClosed |
$198K - $255K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-7.53KClosed |
$349K - $448K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
158New |
$7.33K - $9.41K
|
158
$7.41K
|
|
May 10, 2022
Q1 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-550Closed |
$25.5K - $32.8K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Main Management ETF Advisors, LLC
San Francisco, CA |
SELL
|
- |
-71.1KClosed |
$3.3M - $4.23M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-523Closed |
$24.3K - $31.2K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-6.97KClosed |
$323K - $415K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-839Closed |
$38.9K - $50K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-322Closed |
$14.9K - $19.2K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-38.3KClosed |
$1.78M - $2.28M
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-302Closed |
$14K - $18K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-59Closed |
$2.74K - $3.52K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
-3.29KClosed |
$153K - $196K
|
0
$0
|