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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   FINANCIAL ENGINES ADVISORS L.L.C. 10 - 2023-12-31 32,925,326 $1,537,613,000 665,032
   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
   MARINER WEALTH ADVISORS, LLC 458 - 2023-12-31 229,603 $10,722,000 -30,313
   MORGAN STANLEY 3321 - 2023-12-31 210,176 $9,815,000 35,904
   LPL FINANCIAL CORP 1406 - 2024-03-31 185,632 $8,925,000 3,854
   BANK OF AMERICA CORP /DE/ 2574 - 2023-12-31 168,343 $7,862,000 -15,466
   ROYAL BANK OF CANADA 1812 - 2023-12-31 119,457 $5,579,000 -10,068
   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 2083 - 2023-12-31 79,574 $3,716,000 -11,294
   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
   HIGHTOWER ADVISORS, LLC 1192 - 2024-03-31 63,166 $3,040,000 -45,558
   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
   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
   Geneos Wealth Management Inc. 284 - 2024-03-31 33,097 $1,591,000 -545
   Austin Wealth Management LLC 42 - 2023-12-31 33,947 $1,572,000 -4,242
   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
   UBS Group AG 3303 - 2023-12-31 24,418 $1,140,000 8,307
   Apollon Wealth Management LLC 433 - 2024-03-31 23,672 $1,138,000 1,584
   Integrated Wealth Concepts LLC 695 - 2023-12-31 23,146 $1,081,000 -294
   AMERIPRISE FINANCIAL INC 3114 - 2023-12-31 21,155 $988,000 8,519
   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
   SHEETS SMITH & ASSOCIATES INC 184 - 2024-03-31 16,299 $784,000 -856
   Essex LLC 89 - 2024-03-31 15,451 $743,000 -3,549
   CITADEL ADVISORS LLC 3220 - 2023-12-31 15,638 $730,000 10,616
   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
   IHT Wealth Management LLC 547 - 2023-12-31 12,348 $577,000 -250
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2401 - 2024-03-31 11,879 $571,000 -1,922
   Capital Planning Advisors LLC 96 - 2023-12-31 11,723 $547,000 328
   GYL Financial Synergies LLC 239 - 2023-12-31 10,632 $497,000 982
   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
   TOWER RESEARCH CAPITAL LLC 1565 - 2023-12-31 8,415 $393,000 8,415
   Prime Capital Investment Advisors LLC - 2023-12-31 8,262 $386,000 -1,056
   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
   BB&T CORP 2308 *New 2023-12-31 5,889 $275,000 5,889
   MULTIFINANCIAL SECURITIES CORP 1496 - 2023-12-31 5,579 $261,000 1
   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
   SEAWARD MANAGEMENT CORP *New 2023-12-31 4,741 $221,000 4,741
   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
   MERCER GLOBAL ADVISORS INC /ADV 1799 - 2023-12-31 4,564 $213,000 -804
   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
   GTS SECURITIES LLC 1267 *New 2023-12-31 4,441 $207,000 4,441
   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
   HHM Wealth Advisors LLC 197 - 2023-12-31 2,405 $112,000 -2,475
   Parallel Advisors LLC 1151 - 2024-03-31 2,114 $102,000 3
   Founders Financial Alliance LLC 289 - 2023-12-31 2,114 $99,000 0
   FMR LLC 3070 - 2023-12-31 2,077 $97,000 -425
   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 1980 - 2023-12-31 1,877 $88,000 5
   BANK OF MONTREAL /CAN/ 2893 - 2023-12-31 1,636 $78,000 236
   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
   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
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2052 - 2023-12-31 1,052 $49,000 685
   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. 775 - 2023-12-31 491 $23,000 0
   Pinnacle Bank 523 - 2024-03-31 468 $23,000 -42
   ICA Group Wealth Management LLC 717 - 2023-12-31 437 $20,000 437
   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
   Aptus Capital Advisors LLC 770 - 2023-12-31 280 $13,000 -336
   Steward Partners Investment Advisory LLC 2581 - 2023-12-31 281 $13,000 0
   GUARDIAN WEALTH ADVISORS LLC / NC 375 *New 2023-12-31 280 $13,000 280
   NBT BANK N A /NY 465 *New 2024-03-31 245 $12,000 245
   Northwest Capital Management Inc 378 - 2024-03-31 239 $11,000 0
  100 Records found
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