Institutional Ownership Spdr S&P Kensho New Economies (KOMP)
This table provides information about the institutional ownership of Spdr S&P Kensho New Economies (KOMP). We have compiled data on the 149 institutions that hold shares in the stock, with a total of 38.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
796
shares
|
$47,839
0.02% of portfolio
|
Q4 2024
Reduced 65.33%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
766
shares
|
$46,036
0.0% of portfolio
|
Q3 2025
Added 19.69%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
559
shares
|
$33,595
0.0% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
513
shares
|
$30,831
0.01% of portfolio
|
Q3 2025
Added 91.42%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
500
shares
|
$30,050
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
491
shares
|
$29,509
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
437
shares
|
$26,263
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
424
shares
|
$25,482
0.01% of portfolio
|
Q3 2025
Reduced 9.4%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
423
shares
|
$25,422
0.0% of portfolio
|
Q3 2025
Added 51.61%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
400
shares
|
$24,040
0.0% of portfolio
|
Q3 2021
Added 1566.67%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
361
shares
|
$21,696
0.0% of portfolio
|
Q1 2025
Added 1344.0%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
360
shares
|
$21,636
0.0% of portfolio
|
Q3 2025
Added 620.0%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
351
shares
|
$21,095
0.0% of portfolio
|
Q2 2025
Added 216.22%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
350
shares
|
$21,035
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
349
shares
|
$20,974
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
237
shares
|
$14,243
0.0% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
202
shares
|
$12,140
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Triumph Capital Management
|
Nov 14, 2025 Q3 2025 |
196
shares
|
$11,779
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
195
shares
|
$11,719
0.0% of portfolio
|
Q1 2025
Reduced 91.89%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
174
shares
|
$10,457
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
170
shares
|
$10,217
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
168
shares
|
$10,096
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
148
shares
|
$8,894
0.0% of portfolio
|
Q3 2023
Added 0.68%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
118
shares
|
$7,091
0.0% of portfolio
|
Q3 2025
Reduced 22.88%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
111
shares
|
$6,671
0.0% of portfolio
|
Q3 2025
Added 15.63%
|
|