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

SPDR S&P Kensho New Economies Composite ETF logo
$51.55 +0.70 (+1.38%)
(As of 12/20/2024 05:31 PM ET)

Institutional Ownership Changes (13F Filings) for SPDR S&P Kensho New Economies Composite ETF (NYSEARCA:KOMP)

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$28.49M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$1.17M
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KOMP Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/14/2024 Flow Traders U.S. LLC4,112$203K0.0%N/A0.010%
11/5/2024 Prime Capital Investment Advisors LLC17,804$878K0.0%-20.3%0.043%
10/17/2024Strategic Advocates LLC496,033$24.47M8.8%+4.7%1.195%
8/9/2024 One Capital Management LLC15,740$725K0.0%N/A0.038%
8/7/2024 Ashton 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%
7/9/2024 Kingswood Wealth Advisors LLC6,179$285K0.0%N/A0.015%
7/9/2024 Lynx Investment Advisory6,081$280K0.2%N/A0.015%
5/7/2024 Advantage Trust Co57,127$2.75M2.0%-7.2%0.139%
4/24/2024 SOL 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%
2/7/2024 Advantage Trust Co61,552$2.87M2.3%N/A0.152%
2/6/2024 Cullen Frost Bankers Inc.1,792$84K0.0%-57.3%0.004%
1/25/2024 SOL Capital Management CO75,929$3.55M0.5%+3.9%0.187%
1/24/2024 Prime Capital Investment Advisors LLC8,262$386K0.0%-11.3%0.020%
1/12/2024 Archford Capital Strategies LLC45,398$2.12M0.4%-18.0%0.112%
11/13/2023 Financial Engines Advisors L.L.C.32,260,294$1.28B3.4%+1.9%79.420%
11/9/2023 Prime Capital Investment Advisors LLC9,318$369K0.0%-63.6%0.023%
11/2/2023 Cullen Frost Bankers Inc.4,194$166K0.0%N/A0.010%
10/27/2023 Archford Capital Strategies LLC55,345$2.19M0.4%+3.3%0.136%
10/19/2023 SOL Capital Management CO73,069$2.89M0.4%+1.8%0.180%
10/17/2023 Heartwood Wealth Advisors LLC287,864$11.40M1.7%+0.4%0.709%
8/11/2023 Financial Engines Advisors L.L.C.31,645,327$1.41B3.6%+4.3%77.906%
8/2/2023 Archford Capital Strategies LLC53,586$2.49M0.5%+1.2%0.132%
7/19/2023 Heartwood Wealth Advisors LLC286,676$12.79M1.8%+1.7%0.720%
5/22/2023 American Trust5,484$228K0.0%N/A0.014%
5/10/2023 WealthPLAN Partners LLC592$25K0.0%N/A0.001%
5/5/2023 Silver Oak Securities Incorporated5,070$216K0.0%N/A0.013%
5/1/2023 Mascoma Wealth Management LLC1,541$63K0.0%-65.7%0.004%
4/25/2023 Parallel Advisors LLC4,944$211K0.0%-5.1%0.012%
4/19/2023 SOL Capital Management CO73,219$3.13M0.5%+10.9%0.184%
4/14/2023 Heartwood 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%
1/26/2023 Archford Capital Strategies LLC39,063$1.54M0.4%-4.8%0.099%
1/24/2023 Mascoma Wealth Management LLC4,487$177K0.1%-81.6%0.011%
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1/24/2023 SOL Capital Management CO66,045$2.60M0.5%+371.4%0.168%
1/19/2023 Mayflower Financial Advisors LLC16,188$638K0.4%+9.4%0.041%
1/18/2023 Private Trust Co. NA1,270$50K0.0%N/A0.003%
1/12/2023 Heartwood Wealth Advisors LLC275,069$10.84M1.7%+19.1%0.707%
11/15/2022 Flow Traders U.S. LLC12,600$486K0.0%N/A0.032%
11/14/2022 OLD Mission Capital LLC10,130$391K0.0%-83.9%0.026%
11/2/2022 Sandy Spring Bank980$38K0.0%+177.6%0.002%
10/25/2022 Heartwood Wealth Advisors LLC230,956$8.91M1.5%+2,292.3%0.588%
10/18/2022 Mascoma Wealth Management LLC24,417$942K0.3%-3.9%0.062%
10/17/2022 Archford Capital Strategies LLC41,018$1.58M0.4%+0.7%0.105%
10/17/2022 WealthCare Investment Partners LLC22,710$876K0.7%-3.8%0.058%
10/12/2022 SOL Capital Management CO14,011$541K0.1%+49.1%0.036%
10/11/2022 Rise Advisors LLC904$35K0.0%N/A0.002%
8/12/2022 Financial Engines Advisors L.L.C.26,246,260$1.06B3.2%+9.7%68.421%
8/5/2022 OLD 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%
7/25/2022 Heartwood Wealth Advisors LLC9,654$391K0.1%-5.8%0.025%
7/21/2022 SOL Capital Management CO9,395$381K0.1%N/A0.025%
7/18/2022 WealthCare Investment Partners LLC23,614$957K0.8%-1.4%0.062%
7/15/2022 Mayflower Financial Advisors LLC14,956$606K0.1%-3.2%0.039%
7/14/2022 Mascoma Wealth Management LLC25,407$1.03M0.4%-25.8%0.067%
7/12/2022 Archford Capital Strategies LLC40,739$1.65M0.4%+3.6%0.107%
5/12/2022 Financial Engines Advisors L.L.C.23,925,401$1.24B3.3%+16.1%64.847%
5/12/2022 Banco Bilbao Vizcaya Argentaria S.A.4,980$267K0.0%-73.6%0.013%
5/11/2022 Penobscot Investment Management Company Inc.5,948$309K0.0%-50.3%0.016%
5/10/2022 NewSquare Capital LLC876$46K0.0%N/A0.002%
5/3/2022 FDx 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%
4/25/2022 Mascoma Wealth Management LLC34,225$1.78M0.6%-22.7%0.094%
4/21/2022 Mayflower Financial Advisors LLC15,457$803K0.1%+22.0%0.043%
4/18/2022 Archford 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%
4/14/2022 WealthCare 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%
2/16/2022 Horizon Investments LLC141,661$8.35M0.2%+4.6%0.404%
2/16/2022 Main Management LLC2,731$161K0.0%-33.6%0.008%
2/15/2022 Betterment LLC231,130$13.63M0.0%N/A0.659%
2/15/2022 Certified Advisory Corp11,186$659K0.1%N/A0.032%
2/14/2022 Baltimore Washington Financial Advisors Inc.12,771$53K0.0%N/A0.036%
2/10/2022 Financial Engines Advisors L.L.C.20,604,974$1.21B3.2%+12.1%58.429%
2/10/2022 OLD Mission Capital LLC55,539$3.27M0.1%N/A0.157%
2/10/2022 Edmond DE Rothschild Holding S.A.550$32K0.0%-90.1%0.002%
2/9/2022 Baird Financial Group Inc.5,352$316K0.0%+31.9%0.015%
2/8/2022NovaPoint Capital LLC100,164$5.91M2.1%+14.2%0.284%
2/7/2022 Prime Capital Investment Advisors LLC12,917$761K0.0%N/A0.037%
2/7/2022 WealthCare Investment Partners LLC32,340$1.91M1.8%N/A0.092%
2/1/2022 FDx Advisors Inc.4,143$244K0.0%N/A0.012%
2/1/2022 Ellis Investment Partners LLC3,185$187K0.0%N/A0.009%
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I created one of the first quantitative analysis-based stock picking systems long before "quants" became a thing on Wall Street… leading Forbes to call me "King of the Quants." I'm writing to you today because my system has recently uncovered a market phenomenon I haven't seen in 30 years.

This market shakeup is going to be much more intense.
1/21/2022 Long Run Wealth Advisors LLC13,106$773K0.3%N/A0.038%
1/21/2022 Mascoma Wealth Management LLC44,273$2.61M0.9%-22.4%0.128%
1/21/2022 Mayflower Financial Advisors LLC12,673$747K0.1%+23.2%0.037%
1/20/2022 Parallel Advisors LLC6,124$361K0.0%+84.8%0.018%
1/20/2022 Archford Capital Strategies LLC39,991$2.36M0.5%+1.8%0.116%
1/10/2022 Patriot Financial Group Insurance Agency LLC7,525$444K0.1%-57.1%0.022%
1/6/2022Carroll Financial Associates Inc.25,856$1.55M0.1%+3.0%0.075%
11/24/2021 Patriot Financial Group Insurance Agency LLC17,549$1.07M0.2%-2.4%0.051%
11/15/2021 Flow Traders U.S. LLC7,468$455K0.0%N/A0.023%
11/15/2021 Horizon Investments LLC135,369$8.24M0.2%+1.8%0.411%
(Data available from 1/1/2016 forward)

KOMP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of KOMP shares?

During the previous two years, 23 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 ($24.47M), Heartwood Wealth Advisors LLC ($11.40M), SOL Capital Management CO ($3.67M), Advantage Trust Co ($2.75M), Wealthcare Advisory Partners LLC ($2.64M), and Archford Capital Strategies LLC ($2.12M).Learn more on KOMP's institutional investors.

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

Of the 19 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 ($496.03K), SOL Capital Management CO ($63.65K), Advantage Trust Co ($61.55K), Heartwood Wealth Advisors LLC ($56.91K), One Capital Management LLC ($15.74K), and Kingswood Wealth Advisors LLC ($6.18K).

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

Institutional investors have bought a total of 2,644,404 shares in the last 24 months. This purchase volume represents approximately $116.10M 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: Mascoma Wealth Management LLC ($22.88K), Prime Capital Investment Advisors LLC ($21.88K), Archford Capital Strategies LLC ($11.90K), Advantage Trust Co ($4.43K), Parallel Advisors LLC ($3.27K), Cullen Frost Bankers Inc. ($2.40K), and Wealthcare Advisory Partners LLC ($2.09K).

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

Institutional investors have sold a total of 68,847 shares in the last 24 months. This volume of shares sold represents approximately $2.92M in transactions.



This page (NYSEARCA:KOMP) was last updated on 12/22/2024 by MarketBeat.com Staff
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