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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-83Closed |
$3.13K - $3.56K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-4.28K- 55.26% |
$161K - $184K
|
3.47K
$208K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
1.24KNew |
$46.6K - $53.1K
|
1.24K
$74.3K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-71.7K- 92.13% |
$2.7M - $3.08M
|
6.12K
$368K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
37New |
$1.39K - $1.59K
|
37
$2.22K
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
34New |
$1.28K - $1.46K
|
34
$2.04K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
446New |
$16.8K - $19.2K
|
446
$26.8K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
SELL
|
- |
-179- 34.69% |
$6.74K - $7.69K
|
337
$20.3K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
37New |
$1.39K - $1.59K
|
37
$2.22K
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.52K- 9.36% |
$57.1K - $65.1K
|
14.7K
$882K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
61New |
$2.3K - $2.62K
|
61
$3.67K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.52KNew |
$94.9K - $108K
|
2.52K
$151K
|
|
| Q3 2022 | |||||||
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
654New |
$25.2K - $31.8K
|
654
$39.3K
|
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-160- 2.67% |
$6.17K - $7.78K
|
5.84K
$351K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-85- 2.67% |
$3.28K - $4.13K
|
3.1K
$186K
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-52.8K- 83.9% |
$2.04M - $2.57M
|
10.1K
$609K
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.41K- 13.43% |
$54.5K - $68.7K
|
9.11K
$548K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
192New |
$7.41K - $9.34K
|
192
$11.5K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
196+ 31.87% |
$7.56K - $9.53K
|
811
$48.7K
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
69New |
$2.66K - $3.36K
|
69
$4.15K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
173New |
$6.68K - $8.41K
|
173
$10.4K
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
114K+ 807.78% |
$4.4M - $5.54M
|
128K
$7.69M
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
60.2KNew |
$2.32M - $2.93M
|
60.2K
$3.62M
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.57KNew |
$60.5K - $76.3K
|
1.57K
$94.2K
|
|
|
Oct 14, 2022
Q3 2022
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-46- 0.1% |
$1.78K - $2.24K
|
44.6K
$2.68M
|
|
|
Oct 11, 2022
Q3 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
67New |
$2.59K - $3.26K
|
67
$4.03K
|
|
| Q2 2022 | |||||||
|
Apr 24, 2024
Q2 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-136KClosed |
$5.41M - $7.26M
|
0
$0
|
|
|
Jan 11, 2023
Q2 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
32KNew |
$1.27M - $1.7M
|
32K
$1.92M
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
349New |
$13.8K - $18.6K
|
349
$21K
|
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
19.9KNew |
$789K - $1.06M
|
19.9K
$1.2M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-80- 60.15% |
$3.17K - $4.26K
|
53
$3.19K
|
|
|
Aug 16, 2022
Q2 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-8.61KClosed |
$341K - $458K
|
0
$0
|
|
|
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
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
189+ 1.59% |
$7.49K - $10.1K
|
12.1K
$727K
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-895- 9.32% |
$35.5K - $47.6K
|
8.71K
$523K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-243Closed |
$9.63K - $12.9K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1New |
$39.7 - $53.2
|
1
$60.1
|
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-21.8K- 94.77% |
$863K - $1.16M
|
1.2K
$72.2K
|
|
|
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
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-4.06KClosed |
$161K - $216K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-979Closed |
$38.8K - $52.1K
|
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
|
Bank Of Nova Scotia
|
SELL
|
- |
-20.8KClosed |
$824K - $1.11M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
322New |
$12.8K - $17.1K
|
322
$19.4K
|
|
|
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
$12.6K
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
5New |
$198 - $266
|
5
$301
|
|
|
Jul 28, 2022
Q2 2022
|
Monumental Financial Group Inc.
|
SELL
|
- |
-191Closed |
$7.57K - $10.2K
|
0
$0
|
|