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Get Institutions for : 
Spdr S&p Kensho New Economies Composite Etf (KOMP)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 120    0
Total shares held : 
37,635,876  
% of shares held : 
13.18%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -11  
Amount of shares held : 
192,417  
% of shares held change : 
  0.07%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
13
 33,887
 0.09%
 
Increased Positions :
31
 860,960
 2.29%
 
Unchanged Positions :
34
 73,992
 0.2%
 
Decreased Positions :
42
-329,916
-0.88%
 
Closed Positions :
13
-372,514
-0.99%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   FINANCIAL ENGINES ADVISORS L.L.C. 10 - 2024-03-31 33,345,976 $1,603,275,000 420,650
   Betterment LLC 40 - 2024-03-31 1,454,315 $69,923,000 184,217
   MARQUETTE ASSET MANAGEMENT INC. 9 - 2024-03-31 577,367 $27,760,000 6,387
   Strategic Advocates LLC 2 - 2024-03-31 421,348 $20,258,000 408,957
   HORIZON INVESTMENTS, LLC/SC 46 *New 2024-03-31 222,813 $10,713,000 222,813
   MARINER WEALTH ADVISORS, LLC 502 - 2024-03-31 217,707 $10,467,000 -11,896
   MORGAN STANLEY 3303 - 2024-03-31 207,982 $10,000,000 -2,194
   LPL FINANCIAL CORP 1406 - 2024-03-31 185,632 $8,925,000 3,854
   BANK OF AMERICA CORP /DE/ 2688 - 2024-03-31 153,919 $7,400,000 -14,424
   GOLDMAN SACHS GROUP INC/ 2358 *New 2024-03-31 136,136 $6,545,000 136,136
   ROYAL BANK OF CANADA 1867 - 2024-03-31 110,263 $5,301,000 -9,194
   Good Life Advisors LLC 53 - 2024-03-31 97,301 $4,678,000 1,718
   COMMONWEALTH EQUITY SERVICES LLC. 1266 - 2024-03-31 88,779 $4,268,000 -148,470
   Towerpoint Wealth LLC 13 - 2024-03-31 88,553 $4,258,000 5,006
   RAYMOND JAMES & ASSOCIATES 1761 - 2024-03-31 79,628 $3,828,000 -10,004
   NovaPoint Capital LLC 24 - 2024-03-31 79,405 $3,818,000 2,348
   ENVESTNET ASSET MANAGEMENT INC 2174 - 2024-03-31 77,194 $3,711,000 -2,380
   SOL CAPITAL MANAGEMENT CO 61 - 2024-03-31 76,250 $3,666,000 321
   Forum Financial Management LP 71 *New 2024-03-31 73,966 $3,556,000 73,966
   Prime Capital Investment Advisors LLC 251 - 2024-03-31 72,230 $3,473,000 63,968
   HIGHTOWER ADVISORS, LLC 1192 - 2024-03-31 63,166 $3,040,000 -45,558
   We Are One Seven LLC 157 *New 2024-03-31 61,634 $2,963,000 61,634
   Stratos Wealth Advisors LLC 141 - 2024-03-31 60,252 $2,897,000 -495
   Sweet Financial Partners LLC 30 - 2024-03-31 60,088 $2,889,000 2
   Advantage Trust Co 12 - 2024-03-31 57,127 $2,747,000 -4,425
   Aptus Capital Advisors LLC 251 - 2024-03-31 56,597 $2,721,000 56,317
   Financial Guidance Group Inc. 19 - 2024-03-31 56,597 $2,721,000 776
   Orion Portfolio Solutions LLC 598 - 2024-03-31 47,485 $2,283,000 -9,013
   Wealthcare Advisory Partners LLC 211 - 2024-03-31 47,452 $2,282,000 270
   PENOBSCOT WEALTH MANAGEMENT 19 - 2024-03-31 43,989 $2,115,000 1,632
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1258 - 2024-03-31 41,219 $1,982,000 3,073
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1887 - 2024-03-31 37,395 $1,798,000 -9,247
   CLS INVESTMENT FIRM LLC 517 - 2022-12-31 45,116 $1,778,000 -5,421
   GTS SECURITIES LLC 376 - 2024-03-31 35,767 $1,720,000 31,326
   Austin Wealth Management LLC 41 - 2024-03-31 35,623 $1,700,000 1,676
   Geneos Wealth Management Inc. 284 - 2024-03-31 33,097 $1,591,000 -545
   AMERIPRISE FINANCIAL INC 2923 - 2024-03-31 31,375 $1,508,000 10,220
   Brookstone Capital Management 408 - 2024-03-31 30,161 $1,450,000 -120
   Lunt Capital Management Inc. 35 - 2024-03-31 29,593 $1,423,000 1,706
   Sontag Advisory LLC 278 - 2024-03-31 26,097 $1,255,000 -328
   Apollon Wealth Management LLC 433 - 2024-03-31 23,672 $1,138,000 1,584
   WealthCare Investment Partners LLC 58 - 2024-03-31 19,598 $942,000 343
   WELLS FARGO & CO/MN 3061 - 2024-03-31 18,675 $898,000 765
   Catalyst Wealth Management LLC 50 - 2023-03-31 20,763 $887,000 1,884
   FLOW TRADERS U.S. LLC 338 *New 2024-03-31 17,490 $841,000 17,490
   SHEETS SMITH & ASSOCIATES INC 184 - 2024-03-31 16,299 $784,000 -856
   UBS Group AG 3727 - 2024-03-31 16,095 $774,000 -8,323
   Essex LLC 89 - 2024-03-31 15,451 $743,000 -3,549
   PFG Advisors 333 - 2024-03-31 14,506 $697,000 -70
   Resources Investment Advisors Inc. 658 - 2024-03-31 13,107 $630,000 -3,640
   Summit Investment Advisory Services LLC 33 - 2024-03-31 12,772 $614,000 -218
   Berger Financial Group Inc 184 *New 2024-03-31 12,620 $607,000 12,620
   JANE STREET GROUP LLC 3653 - 2024-03-31 12,414 $597,000 12,414
   GYL Financial Synergies LLC 222 - 2024-03-31 12,126 $583,000 1,494
   IHT Wealth Management LLC 581 - 2024-03-31 12,058 $580,000 -290
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2401 - 2024-03-31 11,879 $571,000 -1,922
   Capital Planning Advisors LLC 96 - 2024-03-31 11,723 $564,000 0
   TOWER RESEARCH CAPITAL LLC 922 - 2024-03-31 9,453 $455,000 1,038
   Cetera Investment Advisers 2698 *New 2024-03-31 8,963 $431,000 8,963
   RPG Investment Advisory LLC 73 - 2024-03-31 8,710 $419,000 1,460
   Advisor Group Holdings Inc. 3076 - 2024-03-31 8,501 $409,000 375
   CITADEL ADVISORS LLC 3995 - 2024-03-31 7,877 $379,000 -7,761
   Integrated Wealth Concepts LLC 1183 - 2024-03-31 7,695 $370,000 -15,451
   D E SHAW & CO INC 2381 *New 2024-03-31 7,671 $369,000 7,671
   Main Street Financial Solutions LLC 400 - 2024-03-31 6,666 $321,000 318
   Intrua Financial LLC 253 - 2023-03-31 7,335 $298,000 -3,054
   MULTIFINANCIAL SECURITIES CORP 2075 - 2024-03-31 5,023 $242,000 -556
   Andesa Financial Management Inc. 131 - 2022-12-31 6,050 $238,000 -26,990
   CWM LLC 1422 - 2024-03-31 4,908 $236,000 -27,975
   BNP Paribas Investment Partners S.A. 783 *New 2024-03-31 4,553 $218,000 4,553
   SNS Financial Group LLC 179 - 2024-03-31 4,476 $215,000 0
   Merit Financial Group LLC 800 - 2024-03-31 4,594 $212,000 -1,129
   Private Advisor Group LLC 2076 - 2024-03-31 4,316 $208,000 -472
   SILVER OAK SECURITIES Inc 393 - 2024-03-31 3,550 $171,000 -1,836
   IFP Advisors Inc 1062 - 2023-12-31 3,235 $151,000 -749
   OPTIMUM INVESTMENT ADVISORS 232 - 2024-03-31 2,796 $134,000 0
   FMR LLC 3037 - 2024-03-31 2,555 $123,000 478
   HHM Wealth Advisors LLC 193 - 2024-03-31 2,405 $116,000 0
   Parallel Advisors LLC 1151 - 2024-03-31 2,114 $102,000 3
   SANDY SPRING BANK 469 - 2024-03-31 1,941 $93,000 961
   MATHER GROUP, INC. 721 *New 2024-03-31 1,950 $91,000 1,950
   Goss Wealth Management LLC 2077 - 2024-03-31 1,879 $90,000 2
   BANK OF MONTREAL /CAN/ 2918 - 2024-03-31 1,636 $78,000 0
   Capital Advisors Ltd. LLC 399 - 2024-03-31 1,382 $66,000 0
   DUNCKER STREETT & CO INC 295 - 2024-03-31 1,350 $65,000 0
   Continuum Advisory LLC 554 *New 2024-03-31 1,387 $65,000 1,387
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1982 - 2024-03-31 1,273 $61,000 221
   Concord Wealth Partners 329 - 2024-03-31 1,198 $58,000 -541
   Coastal Investment Advisors Inc. 545 - 2024-03-31 1,167 $56,000 1,167
   HANSON MCCLAIN, INC. 1435 - 2024-03-31 763 $37,000 217
   Capital Investment Advisory Services LLC 727 - 2024-03-31 571 $27,000 0
   Capital Analysts Inc. 781 - 2024-03-31 491 $24,000 0
   Pinnacle Bank 523 - 2024-03-31 468 $23,000 -42
   ICA Group Wealth Management LLC 744 - 2024-03-31 437 $21,000 0
   Princeton Global Asset Management LLC 367 - 2024-03-31 400 $19,000 0
   Spire Wealth Management 1547 - 2024-03-31 366 $18,000 0
   NORTH STAR INVESTMENT MANAGEMENT CORP. 771 - 2024-03-31 350 $17,000 0
   Coston McIsaac & Partners 318 - 2024-03-31 349 $16,000 0
   Mascoma Wealth Management LLC 272 - 2024-03-31 336 $16,000 0
   TUCKER ASSET MANAGEMENT LLC 427 - 2023-12-31 302 $14,000 -42

  100 Records found
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