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SPDR S&P Kensho New Economies Composite ETF (KOMP) Institutional Ownership

SPDR S&P Kensho New Economies Composite ETF logo
$43.64 -0.67 (-1.51%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for SPDR S&P Kensho New Economies Composite ETF (NYSEARCA:KOMP)

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$13.89M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$1.62M
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KOMP Institutional Buying and Selling by Quarter

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SPDR S&P Kensho New Economies Composite ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/14/2025 Farther Finance Advisors LLC11,923$558K0.0%+62,652.6%0.028%
4/14/2025 Sherman Asset Management Inc.15,990$743K0.7%+9.9%0.037%
2/17/2025Baird Financial Group Inc.95,602$4.86M0.0%+316.5%0.230%
2/17/2025Ameriprise Financial Inc.41,965$2.13M0.0%+2.9%0.101%
2/14/2025Coppell Advisory Solutions LLC700$36K0.0%N/A0.002%
2/10/2025Hughes Financial Services LLC40,332$2.05M0.4%N/A0.097%
2/5/2025 Sherman Asset Management Inc.14,547$739K0.7%N/A0.035%
2/5/2025Fisher Asset Management LLC4,389$223K0.0%N/A0.011%
2/3/2025Advantage Trust Co23,955$1.22M0.7%-42.3%0.058%
1/23/2025Strategic Advocates LLC515,462$26.20M8.8%+3.9%1.242%
1/23/2025SOL Capital Management CO40,350$2.05M0.2%-12.5%0.097%
1/23/2025Crews Bank & Trust500$25K0.0%N/A0.001%
12/26/2024JPMorgan Chase & Co.4,590$226K0.0%+3,001.4%0.011%
11/14/2024Flow Traders U.S. LLC4,112$203K0.0%N/A0.010%
11/5/2024Prime Capital Investment Advisors LLC17,804$878K0.0%-20.3%0.043%
10/17/2024Strategic Advocates LLC496,033$24.47M8.8%+4.7%1.195%
8/9/2024One Capital Management LLC15,740$725K0.0%N/A0.038%
8/7/2024Ashton Thomas Private Wealth LLC1,461$67K0.0%N/A0.004%
7/30/2024 Global Financial Private Client LLC1,366$63K0.0%N/A0.003%
7/24/2024Family Firm Inc.2,053$95K0.0%N/A0.005%
7/11/2024Strategic Advocates LLC473,685$21.82M8.7%+12.4%1.141%
7/9/2024Kingswood Wealth Advisors LLC6,179$285K0.0%N/A0.015%
7/9/2024Lynx Investment Advisory6,081$280K0.2%N/A0.015%
5/7/2024Advantage Trust Co57,127$2.75M2.0%-7.2%0.139%
4/24/2024SOL Capital Management CO76,250$3.67M0.5%+0.4%0.186%
4/3/2024Strategic Advocates LLC421,348$20.26M7.8%+3,300.4%1.037%
2/12/2024 Parallel Advisors LLC2,111$99K0.0%-51.4%0.005%
2/7/2024Strategic Advocates LLC12,391$579K0.2%N/A0.031%
2/7/2024Advantage Trust Co61,552$2.87M2.3%N/A0.152%
2/6/2024Cullen Frost Bankers Inc.1,792$84K0.0%-57.3%0.004%
1/25/2024SOL Capital Management CO75,929$3.55M0.5%+3.9%0.187%
1/24/2024Prime Capital Investment Advisors LLC8,262$386K0.0%-11.3%0.020%
1/12/2024Archford Capital Strategies LLC45,398$2.12M0.4%-18.0%0.112%
11/13/2023Financial Engines Advisors L.L.C.32,260,294$1.28B3.4%+1.9%79.420%
11/9/2023Prime Capital Investment Advisors LLC9,318$369K0.0%-63.6%0.023%
11/2/2023Cullen Frost Bankers Inc.4,194$166K0.0%N/A0.010%
10/27/2023Archford Capital Strategies LLC55,345$2.19M0.4%+3.3%0.136%
10/19/2023SOL Capital Management CO73,069$2.89M0.4%+1.8%0.180%
10/17/2023Heartwood Wealth Advisors LLC287,864$11.40M1.7%+0.4%0.709%
8/11/2023Financial Engines Advisors L.L.C.31,645,327$1.41B3.6%+4.3%77.906%
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8/2/2023Archford Capital Strategies LLC53,586$2.49M0.5%+1.2%0.132%
7/19/2023Heartwood Wealth Advisors LLC286,676$12.79M1.8%+1.7%0.720%
5/22/2023American Trust5,484$228K0.0%N/A0.014%
5/10/2023WealthPLAN Partners LLC592$25K0.0%N/A0.001%
5/5/2023Silver Oak Securities Incorporated5,070$216K0.0%N/A0.013%
5/1/2023Mascoma Wealth Management LLC1,541$63K0.0%-65.7%0.004%
4/25/2023 Parallel Advisors LLC4,944$211K0.0%-5.1%0.012%
4/19/2023SOL Capital Management CO73,219$3.13M0.5%+10.9%0.184%
4/14/2023Heartwood Wealth Advisors LLC281,945$12.04M1.8%+2.5%0.709%
2/13/2023 Wealthcare Advisory Partners LLC66,835$2.64M0.1%-3.0%0.170%
2/6/2023 Parallel Advisors LLC5,211$205K0.0%-12.8%0.013%
1/26/2023Archford Capital Strategies LLC39,063$1.54M0.4%-4.8%0.099%
1/24/2023Mascoma Wealth Management LLC4,487$177K0.1%-81.6%0.011%
1/24/2023SOL Capital Management CO66,045$2.60M0.5%+371.4%0.168%
1/19/2023Mayflower Financial Advisors LLC16,188$638K0.4%+9.4%0.041%
1/18/2023Private Trust Co. NA1,270$50K0.0%N/A0.003%
1/12/2023Heartwood Wealth Advisors LLC275,069$10.84M1.7%+19.1%0.707%
11/15/2022Flow Traders U.S. LLC12,600$486K0.0%N/A0.032%
11/14/2022OLD Mission Capital LLC10,130$391K0.0%-83.9%0.026%
11/2/2022Sandy Spring Bank980$38K0.0%+177.6%0.002%
10/25/2022Heartwood Wealth Advisors LLC230,956$8.91M1.5%+2,292.3%0.588%
10/18/2022Mascoma Wealth Management LLC24,417$942K0.3%-3.9%0.062%
10/17/2022Archford Capital Strategies LLC41,018$1.58M0.4%+0.7%0.105%
10/17/2022WealthCare Investment Partners LLC22,710$876K0.7%-3.8%0.058%
10/12/2022SOL Capital Management CO14,011$541K0.1%+49.1%0.036%
10/11/2022Rise Advisors LLC904$35K0.0%N/A0.002%
8/12/2022Financial Engines Advisors L.L.C.26,246,260$1.06B3.2%+9.7%68.421%
8/5/2022OLD Mission Capital LLC62,918$2.55M0.1%-2.8%0.164%
8/4/2022NovaPoint Capital LLC85,768$3.48M1.5%-18.2%0.224%
8/1/2022 Parallel Advisors LLC6,555$266K0.0%-15.4%0.017%
7/25/2022Heartwood Wealth Advisors LLC9,654$391K0.1%-5.8%0.025%
7/21/2022SOL Capital Management CO9,395$381K0.1%N/A0.025%
7/18/2022WealthCare Investment Partners LLC23,614$957K0.8%-1.4%0.062%
7/15/2022Mayflower Financial Advisors LLC14,956$606K0.1%-3.2%0.039%
7/14/2022Mascoma Wealth Management LLC25,407$1.03M0.4%-25.8%0.067%
7/12/2022Archford Capital Strategies LLC40,739$1.65M0.4%+3.6%0.107%
5/12/2022Financial Engines Advisors L.L.C.23,925,401$1.24B3.3%+16.1%64.847%
5/12/2022Banco Bilbao Vizcaya Argentaria S.A.4,980$267K0.0%-73.6%0.013%
5/11/2022Penobscot Investment Management Company Inc.5,948$309K0.0%-50.3%0.016%
5/10/2022 NewSquare Capital LLC876$46K0.0%N/A0.002%
5/3/2022FDx Advisors Inc.180,366$9.37M0.3%+4,253.5%0.496%
4/29/2022NovaPoint Capital LLC104,824$5.45M2.0%+4.7%0.288%
4/28/2022 Parallel Advisors LLC7,751$409K0.0%+26.6%0.021%
4/25/2022Mascoma Wealth Management LLC34,225$1.78M0.6%-22.7%0.094%
4/21/2022Mayflower Financial Advisors LLC15,457$803K0.1%+22.0%0.043%
4/18/2022Archford Capital Strategies LLC39,316$2.03M0.5%-1.7%0.109%
4/15/2022 Wealthcare Advisory Partners LLC23,146$1.20M0.1%+30.2%0.064%
4/14/2022WealthCare Investment Partners LLC23,950$1.20M1.1%-25.9%0.066%
4/14/2022Lenox Wealth Advisors LLC56,558$2.81M0.4%+47.1%0.157%
2/16/2022Horizon Investments LLC141,661$8.35M0.2%+4.6%0.404%
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2/16/2022Main Management LLC2,731$161K0.0%-33.6%0.008%
2/15/2022Betterment LLC231,130$13.63M0.0%N/A0.659%
2/15/2022Certified Advisory Corp11,186$659K0.1%N/A0.032%
2/14/2022Baltimore Washington Financial Advisors Inc.12,771$53K0.0%N/A0.036%
2/10/2022Financial Engines Advisors L.L.C.20,604,974$1.21B3.2%+12.1%58.429%
2/10/2022OLD Mission Capital LLC55,539$3.27M0.1%N/A0.157%
2/10/2022Edmond DE Rothschild Holding S.A.550$32K0.0%-90.1%0.002%
2/9/2022Baird Financial Group Inc.5,352$316K0.0%+31.9%0.015%
2/8/2022NovaPoint Capital LLC100,164$5.91M2.1%+14.2%0.284%
2/7/2022Prime Capital Investment Advisors LLC12,917$761K0.0%N/A0.037%
(Data available from 1/1/2016 forward)

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KOMP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of KOMP shares?

During the previous two years, 29 institutional investors and hedge funds held shares of SPDR S&P Kensho New Economies Composite ETF. The most heavily invested institutionals were Financial Engines Advisors L.L.C. ($1.28B), Strategic Advocates LLC ($26.20M), Heartwood Wealth Advisors LLC ($11.40M), Baird Financial Group Inc. ($4.86M), Ameriprise Financial Inc. ($2.13M), Archford Capital Strategies LLC ($2.12M), and SOL Capital Management CO ($2.05M).Learn more on KOMP's institutional investors.

Which institutional investors have been buying SPDR S&P Kensho New Economies Composite ETF stock?

Of the 26 institutional investors that purchased SPDR S&P Kensho New Economies Composite ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Financial Engines Advisors L.L.C. ($1.91M), Strategic Advocates LLC ($515.46K), Baird Financial Group Inc. ($72.65K), Advantage Trust Co ($61.55K), Hughes Financial Services LLC ($40.33K), Sherman Asset Management Inc. ($15.99K), and One Capital Management LLC ($15.74K).

How much institutional buying is happening at SPDR S&P Kensho New Economies Composite ETF?

Institutional investors have bought a total of 2,710,250 shares in the last 24 months. This purchase volume represents approximately $120.56M in transactions.

Which SPDR S&P Kensho New Economies Composite ETF major shareholders have been selling company stock?

The following institutional investors have sold SPDR S&P Kensho New Economies Composite ETF stock in the last 24 months: Advantage Trust Co ($21.97K), Prime Capital Investment Advisors LLC ($21.88K), Archford Capital Strategies LLC ($9.95K), SOL Capital Management CO ($5.79K), Mascoma Wealth Management LLC ($2.95K), Parallel Advisors LLC ($2.50K), and Cullen Frost Bankers Inc. ($2.40K).

How much institutional selling is happening at SPDR S&P Kensho New Economies Composite ETF?

Institutional investors have sold a total of 67,434 shares in the last 24 months. This volume of shares sold represents approximately $3.13M in transactions.


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This page (NYSEARCA:KOMP) was last updated on 4/16/2025 by MarketBeat.com Staff
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